Legal technology company Trust & Will said Tuesday that it has raised $25 million in a Series C funding round led by Moderne Ventures.

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

Well, women are set to control $30 trillion of wealth by 2030, marking 38% of all investable assets. That's according to Bank of America. Now, that's up from 7.3 trillion that women controlled ...

Women stand to benefit disproportionately from the greatest generational wealth transfer in history, studies show.

As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations ... However, failing to plan for such transfers can lead to tax inefficiencies ...

Donald Trump believes his tariffs will bring so much money to the U.S. treasury that the U.S. will be able to afford another ...

Johnce/Getty Images The much-anticipated Great Wealth Transfer has sparked hope that ... Thus, Gen Xers must plan independently. Gen X is in its peak earning years, providing a crucial opportunity ...

Second annual survey underscores the critical need for professional financial guidance to manage trillions of dollars in assets As the ‘Great Wealth Transfer ... an estate plan, and a large ...

Women will benefit from a huge wealth transfer in the coming decades, new research showed. An estimated $124 trillion is set to be handed over to family members by 2048, roughly 80% of which is ...

The so-called "Great Wealth Transfer" puts financial advisors are in a position to not only help clients transfer their assets to the next generation, but to also help the next generation manage ...

and wealth transfer strategies ensures that individuals not only create wealth but also preserve it for future generations. A well-structured financial plan secures financial freedom and stability ...