Englewood native Jay Wilburn created BestFarewell after losing his grandfather, offering a digital platform that helps ...

Protecting your estate from creditors, predators, in-laws, and outlaws. That is a key reason for clients with larger estates to consider establishing an Irrevocable Life Insurance Trust, or ILIT.

Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Many of the strategies used in estate planning are integral ...

VALLEY FORGE, Pa., Jan. 18, 2024 /PRNewswire/ -- Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative ...

The rather mundane topic of estate planning is having a moment right now in pop culture. HBO’s hit series Succession and the critically acclaimed 2022 movie Knives Out are just two examples of our ...

Wealthy Americans rely on a small set of sophisticated tools to keep fortunes intact across multiple generations, often by ...

Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Update (July 7, 2025): Passed by Congress on July 3, 2025, and signed ...