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The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene...
WealthManagement.com· 27 minutes agoIs estate planning the next frontier of wealth management? Estate planning solutions are becoming steadily more popular with advisors, especially those seeking to differentiate their services ...
When Should You Start Estate Planning? Here’s What Experts Say
GoBankingRates via AOL· 2 days agoEstate planning is an essential part of the financial planning process. It ensures your assets will...
Estate Planning for the Business Owner Series, Part 2: Valuing the Business | JD Supra
JD Supra· 7 hours agoThe value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Valuing an interest in a closely held business is much more complex. When an estate ...
Poll shows Americans lack action when it comes to estate planning - InvestmentNews
InvestmentNews· 3 days agoA recent survey from FreeWill, a company focused on combining philanthropy with estate planning,...
Maximizing Your Wealth: How an Estate Planning Financial Advisor Can Help
TechBullion· 6 days agoNavigating the complexities of wealth management can be daunting. An estate planning financial...
Tech firm Vanilla sweetens its estate planning platform - InvestmentNews
InvestmentNews· 2 days agoVanilla, a leading estate planning software provider, has enhanced a key piece of its platform to...
Testamentary Guardianship: Safeguarding Your Child's Future Through Estate Planning | JD Supra
JD Supra· 7 hours agoGuardians are a type of fiduciary appointed for a minor child or individual determined incapacitated by the courts. When appointed by a Last Will and Testament (“Will”), they are commonly known ...
Trust & Will forges strategic partnership with LPL - InvestmentNews
InvestmentNews· 15 hours agoThe digital estate planning platform is set to triple its reach as it rolls out across LPL’s network...
My family will inherit $6 million in property — how do we avoid capital gains?
Market Watch· 2 hours agoUpon their death each of us would already be on title and therefore share ownership of the...
The $84 Trillion Question: Are You Ready for the Great Wealth Transfer? (FreeWill Data)
TheStreet.com· 3 days agoBaby boomers reaching life expectancy highlights the urgency of estate planning. NEW YORK, April 23, 2024 /PRNewswire/ – Data exploring Americans’ current perceptions, needs, and realities surrounding ...