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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. As the CEO of a leading estate planning technology company, I’ve witnessed firsthand how ...

Effective planning doesn’t have to be daunting, but it does require having the right advisors and a deliberate strategy. Here are essential steps to consider.

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 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The Corporate Transparency Act (CTA) was established to tackle issues such as ...

As our parents age, one of the most important aspects of ensuring their well-being and peace of mind is estate planning. Estate planning is more than just deciding who to leave your assets to once you ...

Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Estate planning is a critical aspect of financial management, ensuring that your assets are distributed according to your wishes after you pass away. For federal employees, there are specific ...