Estate planning

10 stories you missed in 2014 Fallback Image Decorative pattern

Industry

10 stories you missed in 2014

In case you missed some of our posts.

By Staff |December 18, 2014

1 min read

What happens when advisors get divorced? Fallback Image Decorative pattern

Estate Planning

What happens when advisors get divorced?

How to account for books of business in equalization calculations.

By Neil Maisel and Aaron Franks |December 12, 2014

5 min read

Clients buying U.S. property? Consider trusts Fallback Image Decorative pattern

Estate Planning

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

By Margaret O’Sullivan |December 1, 2014

2 min read

Ask better questions to protect clients’ estates Fallback Image Decorative pattern

Estate Planning

Ask better questions to protect clients’ estates

Questions that start with "how" aren't always best.

By Rick Gilmour |November 28, 2014

3 min read