David H. Lenok

A recent Cerulli report highlights the impact intra-generational transfers will have on this vaunted inter-generational event.

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla .  

During his first term, President Donald Trump focused heavily on taxes. Will that hold true for term two?

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

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

GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.