David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.
With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?
After Anne Heche's death, her son, Homer, and former partner, James Tupper, fought in court over who would be her estate administrator and guardian of her youngest son, Atlas.
Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.