Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

The topic of estate planning never has been easy. Trying to do so in an era when estates are more digital in nature: That’s ...

Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These essential estate planning ...

How Douglas Boneparth, President of Bone Fide Wealth LLC, is talking to his clients about digital estate planning and why ...

Estate planning is more than just drafting a will. As an Idaho estate planning attorney, I've seen many clients focus on the ...

Beyond the distribution of assets, estate planning also involves preparing ... Partners and associates of BD&P are members of Digital Journal's Insight Forum. Innovation+ in the Plus 15 turns ...

If there’s one thing retirees should be wary of, it’s fraud. Scammers often target older adults and estate planning documents, full of sensitive financial and personal information,can be a goldmine ...

While you don’t need to monitor every new law obsessively, staying informed about key regulatory shifts is crucial.

Effective portfolio management strategies—for example, tracking critical dates like renewal deadlines—are the backbone of a ...

South Africa’s FNB has long been a regional leader in succession planning. This area of private banking can be tricky to ...

As wills become public records, avoid mentioning passwords or sensitive information. Instead, refer to a separate, secure document with these details.

Târgu Mureș, located in central Romania, is actively using NeoTech’s AI-powered 3D mapping technology to modernize urban ...