Last year's survey was notable because it included data on tax and estate planning software for the first time. Bruckenstein said it's more important than ever for advisors to add additional ...

Rather than paying a high hourly rate to an attorney, you can choose from a range of online will options at a reasonable price without leaving home. Finding the right will making software for ...

Being childfree reshapes your entire financial future. Explore strategies for living a financially independent life.

Robert, a do-it-yourself investor, wonders if his strategy of living mainly on dividend income is sustainable. “My wife and I ...

When you sell a home, you'll need to pay taxes on the amount of money you earned on the sale as capital gains. However, if you live in the home for two of the previous five years before selling, you ...

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to ...

The online platforms for estate planning are substantially better now than ever before, but gaps still exist in their ability ...

As lives become busier and more complex, AI will become indispensable in helping families manage one of life’s most critical responsibilities.

OSJA helped educate the community to learn about available estate planning and take control of their future, protecting their wishes and their Family ...