Ty Cobb’s known for ruthlessness both on and off the baseball field; less well known is his philanthropy, which over the last 60 years has enabled thousands of Georgians to attend college and graduate school....More
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.
Investment advice is more than telling your clients no those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understanding money and how to use it as a tool....More
Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according to the New York Post....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More
Join us for this 1st session of our Social Security webinar series as we cover basic things such as Social Security withholding, qualification, how benefits and Full Retirement Age are calculated....More