As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Asset-Map Holdings Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a strategic relationship with LPL Financial, a leading investment ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...

So, you’ve been contemplating calling an estate planner for years to get a will. That is likely not enough. Certainly, you should have a durable power of attorney to address financial and legal ...

Business planning should always consider asset protection, both for the owners and the business itself. Asset protection for the business should take into consideration protecting the operating assets ...

The net worth of retirees over the past three decades has tilted steadily toward housing wealth. A study by the Federal Reserve shows that the share of net worth in primary residences among households ...

Susan and Jim worked hard their entire lives to create a comfortable nest egg that would last throughout retirement and allow them to leave an inheritance for their children and grandchildren. They ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. Processing Content And the ...

Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan. The partnership aims to ...