From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will ...

You’ve probably heard somebody say they are headed to the attorney to do their succession planning. What they’re not telling you is that one meeting is likely just one of several necessary to draft a ...

Estate planning and financial literacy should go hand in hand. Yet, in the U.S., we have a fundamental problem: Financial education is largely missing from our school systems. We don’t teach our kids ...

No one likes thinking about their own death. However, estate planning is an essential part of helping ensure your loved ones’ long-term financial security. Following are five estate planning ...

While lawyers draft wills and trusts, financial advisors help align those legal documents with your full financial picture, from investments to insurance. From organizing documents to setting up ...

A holistic financial plan goes beyond—here’s how to approach it.

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

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 ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

As part of your estate planning team, a financial advisor can help create a comprehensive financial strategy. Financial advisors can help you implement your estate plan, minimize taxes and determine ...