It isn’t clear which proposals will make it all the way past Congress, but here are some ideas to start circulating with clients and their attorneys.
Wealthy people have assets to protect . . . and the resources to invest in protecting themselves. And yet, over and over, UHNW splits turn ugly.
Legendary actress Nichelle Nichols, best known as Lieutenant Uhura on Star Trek, is suffering dementia and torn between manager and heirs.
Every advisor knows that client communication is essential, but financial advisors often fall prey to common misconceptions about how it really works.