EncorEstate Plans report finds major gaps in AI chatbot reliability, underscoring the continued need for human expertise in estate planning EncorEstate Plans (Encore), the most comprehensive and ...

More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...

You know there are a lot of retirements coming, and that your clients are likely going to switch from thoughts of asset growth to thoughts of legacy or sustainable lifestyles (being able to live the ...

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

Forbes contributors publish independent expert analyses and insights. Jamie Gold writes about wellness design and related housing topics. The Covid pandemic clarified the links between our homes and ...

The one thing Ann J. can say for certain about her mother’s estate plan is that it’s a work in progress. And her mother is 92. “Just recently, we found out that she has a new plan for the properties ...