Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums...
Many smart and successful people throughout history have made the mistake of not having a good estate plan or...
Gay son must marry woman to get inheritance
T & E Board Member Bernie Krooks to Speak on Elder Law
Bernie Krooks will be kicking off the program on Jan. 14, at 9:00 AM, speaking about the fundamentals of elder law and how to counsel clients in the last third of their lives.
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An archipelago can be a model for healthy relationships.
Edward D. Brown discusses the discounting strategies that are still available for FLP interests
Different options are available, but all parties must be in sync
Enhance the impact of giving via an oft-ignored tool
What we can learn by talking to beneficiaries, trustees and their advisors
