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I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge
Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.
Next-gen heirs will stick with the family advisor if these conditions are met
FreeWill's Jenny Xia Spradling discusses how millennial and Gen X heirs plan to work with a financial advisor to help manage the inheritance they receive as part of the Great Wealth Transfer.
Why we need to eliminate salary negotiations altogether
The cofounder of FreeWill insists we really need to talk about solving the underlying problem that negotiation poses and eliminate it altogether.
RMDs: Maximize Your Gift-Giving and Avoid a Tax Trap
Don't wait for the holiday - qualified charitable distributions (QCDs) early in the year may be the smartest way for retirees to give to charity.
FreeWill survey data looks at Americans' views of estate planning and how it fits into overall financial planning, giving intentions.
FreeWill Launches Estately
FreeWill announces the launch of Estately, the first platform enabling financial advisors to offer digital and attorney-drafted estate planning.
DAFs Take Front and Center for Nonprofit Fundraising in 2023
After conducting a survey of nonprofit fundraising professionals, FreeWill found that virtually all respondents view DAFs as a force multiplier for their fundraising strategies in 2023.
FreeWill acquires Grant Assistant
FreeWill announces that it has acquired Grant Assistant, a state-of-the-art, AI-based platform designed to revolutionize the grant proposal process.