Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...

Caring for aging parents is a profound responsibility that can strengthen family bonds and challenge emotional and financial ...

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 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

Wealth.com will provide LPL advisors with an intuitive, advisor-first platform to model estate plans, generate documents and collaborate securely with clients, all within their existing workflows.

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 ...

What happens to everything you've worked so hard for your home, your savings, your family memories after you're gone? If your answer is Im not sure, the time to start planning is now. In this empoweri ...

Since the One Big Beautiful Bill Act became law in July, there's been much discussion in wealth management about how its provisions will affect tax planning for clients. Processing Content On the ...