A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S ...

PALO ALTO, CA, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Adero Partners – a high-net-worth wealth management firm recognized as one of Barron’s Top 100 RIA Firms of 2024 and Forbes’ Top RIA Firms of 2023 – ...

As the financial advisory world expands to include more services and areas of expertise, customer expectations are expanding as well. But when it comes to estate planning, advisors are often falling ...

The wealth tech platforms are expanding their offerings for advisors with new philanthropic and estate planning integrations.

Many people assume that estate planning is just for the wealthy. While it's true that estate planning for millionaires is critical, everyone needs an estate plan — no matter how little money they ...

NerdWallet reviews several companies that provide will-making software and estate planning tools for U.S. customers. Some of these providers charge additional fees for certain services. We collect ...

For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources. It’s time for a reset. The Fast Company Executive Board is a private, ...

EncorEstate Plans is addressing a critical gap in financial planning with estate planning software that empowers the advisor to end their clients' procrastination around creating Will and Trust Based ...

Adoption of estate planning tools by financial advisors has steadily grown over the past few years as clients continue to expect more offerings and even family office-style services. And while the use ...

Estate planning lays out what will happen to your property at death. Who gets what and when? Do you want to leave anything to charity? Who will be the executor in charge of paying off your last debts ...