Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial ('LPL'), one of the nation's leadin ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans. Let’s explore key estate-planning strategies designed to provide stability, ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

If you have lifetime gifts or assets to pass on — whether physical property, personal possessions or financial holdings like retirement accounts, CDs and savings — it’s in your best interest to create ...

If you can’t fully care for yourself anymore, you might rely on loved ones to help out. You’re certainly not alone in this situation. Nearly two-thirds — 63% — of informal caregivers are family ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving government benefits, managing family dynamics, giving to charitable causes and using ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Estate planning for blended families requires strategy, clarity and often creativity. Estate lawyers play a critical role in ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...