FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

It’s the hub of the home and with so much heavy traffic – from breakfasting to brunch, to dinnertime and everything in between – it’s one of the most commonly renovated rooms. And with celebrity chefs ...

What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

While more than two-thirds of Americans think estate planning is at least somewhat important, only 26% actually have an estate plan, according to new survey data. Having a financial advisor, however, ...

If I’ve learned one thing after four decades in this business, it’s that wealthy, successful people can be some of the biggest procrastinators when it comes to protecting their assets and giving them ...