How to appeal to the hearts and minds of the younger generation.

Converting to multi-family offices is just one of many options.

A conundrum arises when a trust is named.

Add protections to your retainer agreements to reflect challenges involved.

Ensure a smooth transition for everyone involved.

Practitioners face some legal and financial planning challenges when advising immigrant clients.

The authors examine some issues to keep in mind when administering common planning techniques after a vehicle is created and funded.

Retirement expert Alicia Munnell lays out options for rejuvenating the 82-year-old mother of all safety nets.