Protecting your estate from creditors, predators, in-laws, and outlaws. That is a key reason for clients with larger estates to consider establishing an Irrevocable Life Insurance Trust, or ILIT.

Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...

After a lifetime of earning, saving and building, your legacy deserves just as much attention as your day-to-day plans.

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

Luminary has launched AI-Powered Dispositive Provision Extraction: a new feature that enables estate planners and advisors to transform complex legal documents into dynamic client-ready diagrams in ...

You’ve likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning. Fewer than ...

Vanilla, an estate planning technology firm, has introduced a new tool advisors can use with existing and potential clients to illustrate what their retirement plans will look like under various ...

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Trusts are valuable tools for estate planning. They allow ...