Problems with deathbed marriages persist

You've discovered elder abuse. What next?

If the Internal Revenue Service considers your remittance a “payment”—don’t count on a refund

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Private family businesses face major transitions

Parents often assume that their children are going to finish their degrees in four years. Most of the time, it doesn’t happen.

One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight.  Most advisors do it from time to time.  But the best advisors get more “bang for t...