Next-gen advisors with an interest in travel can take the lead in resolving complex financial issues for globe-trotting ...

The taxation of digital assets continues to be an area of confusion. The Internal Revenue Service has long taken the position ...

A will primarily represents end-of-life planning. It gives you the opportunity to decide for yourself what happens to your estate when you die; who your beneficiaries are, how your estate is handled, ...

Families in the Middle East, in particular across the GCC, are preparing for a monumental transfer of generational wealth ...

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.

The cryptocurrency boom of the last decade has reshaped how people view and manage wealth. As digital assets like Bitcoin, ...

For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources.

S.M. You’re reading Crypto for Advisors, CoinDesk’s weekly newsletter that unpacks digital assets for financial advisors. Subscribe here to get it every Thursday. While 2024 may be remembered ...

The MyFamilyPlan Financial & Estate Planning Worksheet helps individuals organize financial and personal details in one secure place, ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Estate planning isn't just to make sure that your wishes are carried out. A proper will makes everything easy for your family ...