Winston Art Group was recently approached by clients who had inherited a wine collection, which, unfortunately, had not been properly stored. They were kind enough to allow us to share their story, which is one that illustrates the importance of...
(Bloomberg) -- Americans are about as wealthy as they've ever been—and that's a worry...
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and implemented charitable giving strategy can result in greater tax savings and after-tax results. For investors...
There is a great (and increasing) diversity of family types in this country, and planners should take notice.
The importance of appreciating the difficulty posed by planning for a “blended family” is a topic that advisors (and this site) have ...
The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...
Help your clients with this difficult conversation.
