With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

In the next 20 years, an astounding $84 trillion in assets is set to change hands as older Americans leave their wealth ...

How Douglas Boneparth, President of Bone Fide Wealth LLC, is talking to his clients about digital estate planning and why ...

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

Estate planning is one of the most important conversations you’ll ever have with your parents. Discussing wills, trusts, and end-of-life wishes ...

In a new episode of the Decoding Retirement podcast, retirement expert Wade Pfau breaks down the three steps to determine ...

If there’s one thing retirees should be wary of, it’s fraud. Scammers often target older adults and estate planning documents, full of sensitive financial and personal information,can be a goldmine ...

A lot of wealth and assets have moved online from physical vaults in the last decade. Services to safekeep and digitally ...

In the next 20 years, an astounding $84 trillion in assets is set to change hands as older Americans leave their wealth behind to loved ones. But it’s a big misconception that estate planning is ...