"Estate planning has remained stuck in the past while many other similar services have gone digital," said Caleb Yarian, ...

Your estate plan should be a set of documents — a will, perhaps a trust, a health care directive, a HIPAA form, and a power ...

Asset allocation is one of the most important decisions you will make when it comes to investing, in addition to the decision to just get started. Still, many investors don’t do asset allocation ...

Manning Kass, a leading national law firm, has announced the promotion of five of its attorneys to partner: Kayleigh A.

California is showing a much greater willingness now to tax its wealthier state residents. Five years ago, it boosted the top tax rates for its wealthiest residents, and now it has a new state ...

A sprawling 78.5-acre estate along California's Pacific Coast Highway has sold for $17.22 million after nearly 15 years on the market, marking the most expensive residential sale in Cambria.

“A lot of people think estate planning or having a will is something only wealthy people have, but that’s not the case,” says Claire Steinman, counsel with law firm Leech Tishman in New York Cit ...

This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let you ignore. "When investors think about an ...