Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. Processing Content ...

Learn how 1031 and 721 exchanges help advisors guide clients through tax-efficient real estate transitions in the largest ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

The Wealth Management & Estate Planning roundtable is produced by the LA Times Studios team in conjunction with Axos Securities, LLC; IDB Bank; Lagerlof, LLP; and Objective, Investment Banking & ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For ultra-high-net-worth families, effective planning transcends financial ...

Digital estate planning firm Wealth.com will host its first conference for advisors and wealth management professionals, The Estate Planning Conference, on Jan. 26-28, 2026, at the Omni Scottsdale ...