As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

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 ...

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, ...

Experts are raising the alarm—AI will replace lawyers when it comes to estate planning. There are risks to doing any estate plan with artificial intelligence, but this is especially true for people ...

DIY Estate Planning is a self-directed approach to determining the distribution and management of one's assets after death. It involves key components such as a Last Will and Testament, a Durable ...

Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The benefit to biting the clean-up bullet on your attic ...

If you do not have a very complicated estate, you might assume that the process of creating an estate plan will be fairly straightforward. However, you might be surprised to learn about several ...

Estate planning lays out what will happen to your property at death. Who gets what and when? Do you want to leave anything to charity? Who will be the executor in charge of paying off your last debts ...

While retirement can feel like crossing the finish line financially, it opens up a new realm of responsibilities and concerns. Hard work can help you save for your golden years. However, accounting ...

Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...