As advisors, we strive to provide clients with guidance on important financial matters year-round, but it can sometimes be difficult to get them to focus on long-term estate planning when they’re busy with the day-to-day of running their...
Erin Hollis, Director of Financial Opinions for Marshall & Stevens, discusses the criteria to look for when seeking out an appraiser/valuation professional.
Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.
There are many interesting estate-planning developments currently taking place. Here are four that practitioners should know about...
Terms of proposed incomplete non-grantor trust approved
No document can handle every potential situation
