Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

This is particularly effective for assets expected to appreciate, such as shares in a family business or investment real ...

The federal estate tax exemption will increase to an historically high $13,999,000 in 2025, but it is then scheduled to drop ...

If you're thinking about estate planning, you've probably come across two common ways to pass along your assets: Trusts and wills. There are big differences between these two legal tools ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for you, and they don't truly know your wishes," says Jay Zigmont, a certified ...

intelliflo, the cloud-based technology platform for financial advisers, has teamed up with Estgro to add a new estate ...

Just one-third of Americans have a will, and there is a significant gap between the need for estate planning services and the ability to meet demand using traditional tools, the firms said in a ...

Intelliflo has partnered with estate planning technology, Estgro to help advisers with generational wealth planning.

announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred over the next 20 years, driving an increased demand for estate planning.

Using online estate planning tools, individuals can create wills, living trusts, health care proxies, powers of attorneys and more," says Renee Fry, the founder of Gentreo, an online estate ...