The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains ...

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

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

Working in a career over a lifetime or owning and building a business can result in financial wealth to pass on to family ...

Only 33% of adults in the United States have created an estate plan, according to Legal Zoom. The Greater Grand Island ...

Discover how life insurance serves as a vital component of holistic financial planning, offering protection, wealth-building, ...

UrbanToronto's UTPro relaunch features real-time data, enhanced mapping tools, and expanded coverage for GTHA real estate ...

Estate planning can get complicated quickly ... Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, ...

Research shows that clients are demanding a more comprehensive approach from their advisors to meet their planning needs.

The most important part of money management today is what will happen in retirement, as Americans’ post-retirement lifestyle ...