For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

At-home DNA kits reveal unknown heirs, sparking inheritance disputes. Estate planners must adapt strategies to protect ...

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

Working with a wealth management provider can be an excellent way to achieve your financial goals. But the first thing you ...

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 ...

Learn everything about wealth strategists, including the services they offer and who needs them. Find key factors to consider ...

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 ...

Learn about wealth management. Find out what it is and the benefits of wealth management. Know about its objectives and if ...

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, ...

More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...