Advisors should assume clients will live to at least 90 when they set up retirement plans using insurance and investment products

If your clients own IRAs, a recent Supreme Court decision may have put their estate plans at risk

Will they increase in the future?

Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?

Advance care planning may help prevent conflicts

Throughout a large majority of my 35-year career as a trusts and estates lawyer, formula-based estate planning for spouses was common. Spouses’ wills or revocable trust instruments would frequently provide that, at the death of the first of...

Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions