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.

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 ...

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 ...

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 ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and ...

Vanilla, an estate planning technology firm, has introduced a new tool advisors can use with existing and potential clients to illustrate what their retirement plans will look like under various ...

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 ...

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 ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

OGDEN — 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.