Estate planning

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.