We spend a great deal of time on this site stressing the importance of wills and other estate planning documents. However, there is a lighter side to wills, which often feature strange requests, ranging from the inspiringly romantic to the completely insane, plus stupid pet tricks!
With Season 2 of Empire kicking off last week, we’ve decided to have some fun and offer 10 predictions of potential estate and succession planning issues that the inimitable Lyon family may face this year.
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns....More
As plan sponsors become more attuned to the importance of retirement readiness, there is an increasing focus on finding ways to leverage plan design to help participants get the best possible retirement outcomes....More