The untimely passing of boxing legend Leon Spinks in 2021 highlighted critical estate planning pitfalls for first-generation ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

The Wealth Management & Estate Planning roundtable is produced by the LA Times Studios team in conjunction with Axos Securities, LLC; IDB Bank; Lagerlof, LLP; and Objective, Investment Banking & ...

Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As we step into 2025, the theme for estate planning is: Be prepared. With ...

Estate planning can entail different things when going up and down the spectrum of assets and net worth. For high-net-worth and ultra-high-net-worth clients, estate plans often intertwine the twin ...

Financial advisors seeking to bring more tax-related services to their wealth management businesses could get a live estate-planning education next year at a new conference. Digital estate planning ...

In today's global economy, it's increasingly common to live in one country, earn in another and invest across several more.

Two leading estate planning technology firms, Wealth.com and Vanilla, are rolling out updates aimed at expanding their reach among financial advisors, with each platform targeting a distinct segment ...