Protecting your estate from creditors, predators, in-laws, and outlaws. That is a key reason for clients with larger estates to consider establishing an Irrevocable Life Insurance Trust, or ILIT.

You’ve likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning. Fewer than ...

Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

Vanilla, an estate planning technology firm, has introduced a new tool advisors can use with existing and potential clients to illustrate what their retirement plans will look like under various ...

Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial ...

Luminary has launched AI-Powered Dispositive Provision Extraction: a new feature that enables estate planners and advisors to transform complex legal documents into dynamic client-ready diagrams in ...

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 ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

OGDEN — You've likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning.