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Is a revocable trust, testamentary trust or irrevocable life insurance trust right for you?
The Best Way to Gift in 2022
FreeWill's Allison Lee explains why noncash giving is the way to go.
Estate Planning Lessons from My Mother’s Cancer Diagnosis
FreeWill's Allison Lee shares how her mother's cancer diagnosis deepened her conviction to help others understand the importance of advance medical directives.
How New IRS Life Expectancy Tables Affects 2022 RMDs
As of January 1st, the IRS expects you to live a little longer. And even better, it could result in a smaller tax bill.
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.