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Aug 08, 2016
Successful advisors recognize that times of change create opportunities to deliver value, strengthen client relationships and build new center-of-influence relationships. The Bipartisan Budget Act of 2015 (BBA) creates a new tension between spous...
Need more of these. | vitanovski/iStock/Thinkstock
The bad apples in this industry—those working in the dark corners—may continue to operate in the dark, if a new survey is any indication. Overall, one in five U.S. adults have been victims...
What’s a charitable LLC, and how does it compare to traditional philanthropic vehicles?
It casts a wider net than you might think
The requirements raise a number of practical and legal issues
A few words can make a big difference in avoiding family disputes
A roundup of significant court cases
Protecting the protector from liability
Decision making must accommodate a fiduciary perspective
The whole becomes greater than the sum of its parts
