Each year, we published a review of the estate planning technology landscape. Our blog was designed not as a promotion but a reference for professionals when looking for technology available that services the estate planning industry. It is always important to keep up with latest software options in estate planning.
One of the most difficult challenges in Estate Planning is the handling the transfer of firearms. While tangible assets in general create their own challenges, passing along firearms comes with its own challenges. Guns are one of the most regulated items in our country. Contrary to popular belief, guns have very strict federal and local regulations. Here are some practice tip to consider when handling firearms within an estate plan.
Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc. to provide advanced planning calculations through the Yourefolio™ platform. Brentmark, Inc. the leader in advanced planning calculations for estate, retirement, and charitable planning, provides tools for highly accurate calculations, visual reports, and a solid understanding of many tax decisions that High Net Worth clients face when planning for the transfer of their estate.
Yourefolio, the leader in estate and legacy planning software, is releasing its highly anticipated lead generation tool. Due to the current pandemic environment, Yourefolio has received numerous inquiries by consumers for services. In an effort to help consumers’ estate planning needs, Yourefolio created the first of its kind, Organize Your Estate consumer module.
"Yourefolio's Organize Your Estate tool can provide a level of certainty during this pandemic"
Now more than ever, conversations with friends, families, and strangers are different. It is hard to avoid polarizing subjects during our daily interactions. The chats can be dicey and trying to avoid sensitive subjects can be challenging. However, there has never been a better time to capitalize on the estate planning conversation.
BOZEMAN, Mont., July 18, 2018 /PRNewswire/ -- Six finalists have been selected to compete in XY Planning Network (XYPN)'s 3rd annual FinTech Competition on Tuesday, September 25, 2018 during XYPN's annual conference, XYPN LIVE 2018 in St. Louis, Missouri.
