Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. Processing Content ...

This article is based on general legal principles concerning this topic, and is not based on any specific jurisdiction’s laws and regulations or any financial advisor’s specific facts. Each financial ...

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 & ...

Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when ...

As the young generation faces the biggest wealth transfer in decades, with Baby Boomers set to pass on $US53 trillion ($75 ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Digital estate planning firm Wealth.com will host its first conference for advisors and wealth management professionals, The Estate Planning Conference, on Jan. 26-28, 2026, at the Omni Scottsdale ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, today announced the official launch of Ester™, a first-of-its-kind artificial intelligence (AI) legal assistant ...