CHARLES CLAVER Senior Vice President; Director, Private Wealth Advisor team (310) 887-0100 | [email protected] first.bank/Wealth Most successful ...

Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.

Inheritance tax policy changes are prompting a surge in individuals overhauling their plans for their estate, say ...

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help ...

KEY TAKEAWAYS Weber State University launched a free online tool for estate planning assistance. Less than a third of Americans have a will, according to a 2024 study.

Site visitors can first download a free estate planning guide and then watch a series of brief tutorial videos with instructions on getting started, selecting individuals to help manage end-of ...

CNBC Select chooses the best online will-makers to help you designate beneficiaries for your assets and more.

Weber State University has launched an online estate planning tool. The resource is free and available to all. Fewer than a third of Americans reportedly have a will. You’ve likely heard that there ...