Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Discover how integrating retirement products, such as retirement annuities, into your estate plan can ensure financial ...

Seven out of 10 Americans lack a will, and most women wait until age 75 or older to create one, but starting earlier can help ...

Estate planning traditionally focuses on tangible assets, including real estate, investments, and personal property. But in today’s digital age, ...

CAPE GIRARDEAU, Mo. (KFVS) - Going paperless can make a lot of things more convenient, like paying bills and buying event tickets. Certified financial planner Derieck Hodges said he’s been paperless ...

If you've avoided the most common estate planning mistakes, your family will thank you.

An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

Are clients really interested in how much alpha you can generate? And how confident are you that this will be a differentiator? For Gene Farrell, CEO of Vanilla, advisors must shift their focus ...

Estate planning used to be something you didn’t think about until you were gray-haired, married and living behind a white picket fence. But for Millennials and Gen Z, that world doesn’t exist anymore.

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ensuring it’s actually carried out.