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.
Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...
LIBERTY LAKE, Wash.--(BUSINESS WIRE)--EncorEstate Plans (Encore) – the only estate planning software for advisors that ends procrastination, ensures good inputs and correct document execution, and ...
Many people assume that estate planning is just for the wealthy. While it's true that estate planning for millionaires is ...
For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources. It’s time for a reset. The Fast Company Executive Board is a private, ...
Digital estate planning tools are reshaping wills and trusts as New York considers electronic wills, with attorneys weighing benefits, risks, and access.
NerdWallet reviews several companies that provide will-making software and estate planning tools for U.S. customers. Some of these providers charge additional fees for certain services. We collect ...
Estate planning is important for managing and distributing assets, especially for veterans who have unique benefits like pensions, VA benefits and healthcare coverage to consider. Veterans can access ...
SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to ...