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.

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 ...

Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how ...

The rather mundane topic of estate planning is having a moment right now in pop culture. HBO’s hit series Succession and the critically acclaimed 2022 movie Knives Out are just two examples of our ...

Englewood native Jay Wilburn created BestFarewell after losing his grandfather, offering a digital platform that helps families manage funeral planning, estate paperwork and obituary writing during ...

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 ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

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 ...

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 ...

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 ...

OGDEN — 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.