My wife and I don’t have kids. How should we do our estate plan?

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney can shape how my assets are protected, taxed and ultimately passed on. To ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast. Unmarried, ...

As we approach the end of 2024, advisors must guide clients through the intricacies of tax and estate planning strategies. That means taking advantage of current economic opportunities while preparing ...

EncorEstate Plans report finds major gaps in AI chatbot reliability, underscoring the continued need for human expertise in estate planning EncorEstate Plans (Encore), the most comprehensive and ...