Displaying 54 results
Michael Jackson passed away more than $500M in the red
Court filings by executors of his now $2B estate reveal the King of Pop’s dire financial straits at the time of his death in 2009.
Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
Rich Americans confident on money management, but not so much about retirement
Affluent individuals estimate they’d need a $3M retirement nest egg, and just half are prepared to transfer their wealth.
New report projects $31T wealth transfer among world’s richest by 2033
The report offers a generational and geographic breakdown of the trend, as well as crucial shifts in drivers and motivators for inheritance.
More than half of widowed women staggered by financial woes
New national poll of bereaved women reveals a “tremendous financial burden,” particularly for those who weren’t prepared.
Facet forges tech tie-up to enhance estate planning
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
Former rap star Vanilla Ice disses death taxes
Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
Couples in sync on retirement goals, but at odds on specifics
Survey shows that despite having shared values, couples have conflicts and gaps around retirement savings, expenses, and estate plans.
Three-fifths of millennials don’t have a will or trust: Study
Survey of 15,000 millennials reveal a gap in generational planning as caregiving duties and homebuying struggles take their toll.
More clients making wealth transfer plans a family affair
Edward Jones research gives an advisor-eye view of shifting trends in wealth transfer conversations and clients’ planning priorities.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Time to break the silence on generational wealth: Edward Jones
Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.
Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
Vanguard enhances investor capabilities for intergenerational wealth planning
The firm has partnered with digital estate planning provider Vanilla.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Real estate takes top spot in estate planning survey
Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.
