If the estate planning documents had been done right, there would have been password location details in the Letter of Instruction
Thank you for a great summary of the new law and the issues it creates. I agree with William Meyer that breakeven analysis is still our main task; that has been borne out in my client meetings...
So now we're expected to have the expertise of geriatric psychiatrists
I'm bewildered by supposed professionals who are balking at having to place investors' interests ahead of their firms'. We've had 30 years of exploiting investors, let's try it the other way for...
Well said, hobschoyce