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Ask any attorney who has successfully transitioned to estate planning what they would tell their earlier self. The answer is almost always the same. “I wish I had done it sooner.”...
Wealth.com's Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process.
For decades, estate planning meant sitting in a lawyer’s office, signing stacks of paper, and locking original documents in a fireproof safe. In 2026, that...
A growing consideration for advisors and clients.
The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...
SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.
For wealth professionals handling confidential client financial data, the wrong choice isn't just inefficient. It could be a compliance problem
Helping families understand the tradeoffs.
The Hidden Gender Gap in Estate Planning and How Women Can Close It Estate planning isn’t just about documents—it’s about protecting yourself, your family, and your future. But res...
Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...
Tax planning is among the most valuable services accounting firms can provide. But an increasingly complex regulatory and legislative … The post How to use AI in tax planning for...
Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.
A growing share of Americans now expect financial advisers to handle estate planning, and many would consider switching firms if they do not,
Episode 042: Estate planning is one of those topics that many people know they should address, yet far too many families put it off until it's too late.In Part One of my three-part...
Probate lawyer finds generated document looked the part but missed many of the questions that matter
Can AI tell you when to claim Social Security? A chatbot may be able to explain age 62, full retirement age, delayed credits, or the earnings test. But it may not understand your F...
Last week at Summit, I had several conversations that stuck with me. Not because the questions were unusual, but because of how easy they were to misunderstand and how much trouble...
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
80-year-olds in love can wreak just as much havoc on a plan as their younger counterparts.
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech
Noelle McEntee wants to make estate planning easier and more inclusive – and she has some notes on what most people get wrongNoelle McEntee wants you to know that wills and trusts...
The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.
Most estate planning firms do not have a truly simplified workflow. They have a collection of exceptions. What began as a clean, logical workflow gradually bends to accommodate edg...
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