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.

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

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 ...

Trust & Will for Attorneys is an AI-Powered Platform Built to Help Estate Planning Attorneys Grow Their Practices and Work Smarter ...

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 ...

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 ...

VALLEY FORGE, Pa., Jan. 18, 2024 /PRNewswire/ -- Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative ...

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 ...

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 ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...