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

These six steps can help older clients who stop working for others and start working for themselves.

Three simple ways advisors can help with this effort

An overview of changes that took effect July 1, 2014

In recent years, the discussion continues surrounding the topic of inheritance and how much is too much to leave one’s heirs. This issue has taken on renewed significance in light of the much publicized concentration of wealth in recent...

There’s no reason to fear