Practitioners must take care in the formation stage to ensure clients aren’t adversely impacted by the estate tax.

While not an overly complicated benefit, initially signing up for Medicare can be an overwhelming and anxiety-inducing process.

The recent controversy among Prince Harry, Meghan Markle and the royal family showcases the need for advisors to evolve.

Scott gave to 286 organizations from the Alvin Ailey American Dance Theatre to racial equity funds in philanthropy and journalism.

But also, like the royal family, never say never.

Division of labor is wildly important if you are looking to grow and scale your business.