Bring clients into alignment with the benefactor’s original intent

Defining the “right” inheritance through a four-step process

A fiduciary duty case study

How to prepare heirs for what’s coming

Rethinking the fabric of estate planning

What savvy financial professionals can do to protect their clients’ retirement savings

The role of settlor’s intent on long-term trusts

New opportunities ahead

A capitalist economy only can flourish if the rewards of capitalism are equitably shared with the workforce. Championed by the son of Huey Long, employee stock ownership plans (ESOPs) have made that possible since their adoption in 1974. The...

Apple recently angered a Canadian widow by demanding she produce a court order to obtain her late husband’s Apple ID password. We’ve been down this road before. A person dies without sharing any of their passwords and surviving family...