Estate planning

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Jane Buffett claimed in a court filing Tuesday that she's been told by her co-trustee that she's to receive less than $2 million annually,

Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.