Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.

The estate-planning platform currently boasts over 13,000 advisors.

Tax Court imposes an accuracy-related penalty.

A breakdown of the top-level proposals from each side of the aisle.

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.