Dec 02, 2020

They can be particularly helpful for clients with special needs.

Dec 02, 2020

The IRS carves out a limited exception for sculpture affixed to property.

Dec 01, 2020

Key questions to discuss depending on where your clients are in their philanthropic journeys.

Nov 30, 2020

Financial advisors are in a unique position to see changing behaviors in clients that might pop up amid hardships with career, health or finances.

Nov 25, 2020

Even the world’s richest aren’t protected when poor planning is in place.

Nov 25, 2020

Three simple questions to begin a joyful process of discovery with your clients.

Nov 24, 2020

The ethics of exploiting the likenesses of dead celebrities.

Nov 23, 2020

Mindfulness is a key factor to preserve open communications.

Nov 23, 2020

Carefully examine the circumstances of the testator’s life surrounding the time of will execution to help prosecute and defend such a claim.

Nov 23, 2020

Chart an alternative course to avoid litigation.