Vanilla is expanding its footprint across the independent advisory landscape, announcing today a partnership with Carson Group that brings its estate planning platform to more than 600 advisors.

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and ...

Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, ...

Jump reports that many delay estate planning due to uncertainty, so starting early can prevent costly issues for loved ones ...

A look at the gap between having estate planning documents and having a plan that actually functions during incapacity, ...

But despite this common occurrence, the client may be unaware that under the Hart-Scott-Rodino Act (HSR), if the value of ...

Creating a will and estate plan in 2026 is no longer something reserved for the wealthy. More Americans are realizing that ...

An estate plan is like a car or a house: It needs regular maintenance to function as intended. Yet unlike your car or home, external events can create the need for adjustments. Among such events is ...

Estate planning may sound like a boring task that only applies to the very wealthy. Not true. Estate planning may sound like a boring task that only applies to the very wealthy. Not true. Good estate ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

Because 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to ...

Looking for an estate planner to help protect your life's earnings from UncleSam? You may be getting a lot less than you bargained for. 1. "You probably don't need me." Let's face it: Estate planning ...