An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

You’re not your grandfather’s financial advisor. The remit of advisors has been forced to adapt to a changing world and new client needs. This seismic shift, from a laser focus on assets directly ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

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 ...

This article is based on general legal principles concerning this topic, and is not based on any specific jurisdiction’s laws and regulations or any financial advisor’s specific facts. Each financial ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

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 & ...

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 ...

Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans. Let’s explore key estate-planning strategies designed to provide stability, ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

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 ...