Many estate planning strategies involve leveraging low interest rates in order to transfer the appreciation of an asset to beneficiaries free from transfer taxes. Generally, these techniques enable ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, today announced Farther, the nation’s leading technology-centric wealth management firm has made wealth.com ...

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial ('LPL'), one of the nation's leadin ...

Artificial intelligence is certain to change how financial advisors and wealth managers operate, with many applications streamlining and accelerating processes. Estate planning solutions firm Vanilla ...

NEW YORK--(BUSINESS WIRE)--Sompo Horizon, an employee benefits caregiving provider and subsidiary of Sompo Holdings is pleased to announce a strategic partnership with Trust & Will, the leading ...

The partnership empowers Osaic's advisor network with cutting-edge estate planning technology to enhance client relationships and drive holistic wealth management Vanilla, the most trusted modern ...

Financial advisors are uniquely positioned to help their clients overcome the often challenging hurdle of estate planning. In fact, according to the 2022 State of Estate Planning report, advice from a ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Betterment Advisor Solutions, a self-described all-in-one custodian for modern RIAs, announced a new partnership with Vanilla, the estate planning solution for advisors. Through this partnership, ...

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, ...

VANCOUVER, BC, CANADA, April 26, 2023/EINPresswire.com/ -- Appara, Canada’s leading legal entity management and document automation solution, is announcing the ...

Experts at Heckerling detail how estate planners grapple with OBBBA provisions, fiduciary duty changes and international ...