Wealth Planning

Why, when and how to invite your clients’ other advisors to work together with you

There’s no one best approach for all jurisdictions

When it’s time to get expert help

What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number...

Ten areas of guidance you may offer your clients to clarify their philanthropic legacy

Here’s a summary of the key provisions

Opportunities to enhance existing structures with permanent exemptions

Do you want a Luca Brasi, a Solomon or your Uncle Mike?