David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
Though the order itself may not necessarily impact most HNW individuals directly, many clients are concerned about the message it sends and what may happen next.
When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.
Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with...