Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and ...

It gets a lot more complicated if you can’t count on a child to be a caregiver, or to make major decisions.

If you’re not thrilled about regularly reviewing your estate plan, you’re not alone. “Estate planning is not the most exciting part of financial planning, so it is often neglected by individuals and ...

Learn expert estate planning tips from Todd Whatley, Lauren Adcock, and Ian Weiner. Discover strategies for securing your ...

Have you ever stopped to think about what would happen to your online banking platforms, social media accounts, digital photos, ...

Discover the key milestones when to create an estate plan. Protect your legacy and loved ones by planning at the right times.

An important part of financial wellness is estate planning. NBC 10’s Joel Massey has more about the various aspects of ...

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge ...

Estate planning and financial planning are often treated as separate disciplines: one dealing with wealth during life and the other focusing on wealth after death. But they're actually two sides ...

"As we've scaled FreeWill from an idea to the most popular online estate planning platform in the country, we continue to constantly receive inbounds from financial advisors who love our platform ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, ...