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 & ...

PHOENIX — As you build and map out your estate, having a plan in place and keeping track of it is crucial in order to make sure fund transfers go as smoothly as possible. It becomes even more ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Staff Personal Finance Editor, Buy Side ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

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 ...

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 ...

Commonwealth Financial Network has partnered with technology platform Wealth.com to provide its more than 2,300 financial advisors estate planning aid. Wealth.com, an end-to-end estate planning ...