Estate planning

Preserve assets with a principal residence trust Fallback Image Decorative pattern

Estate Planning

Preserve assets with a principal residence trust

When I met with Gordon and Victoria about their upcoming second marriage, they wished to discuss what legacies they wanted to leave to the children they each had in previous marriages.

By Lorne Saltman |January 8, 2013

2 min read

What would you pay to be in Hugh Hefner’s shoes? Fallback Image Decorative pattern

Industry

What would you pay to be in Hugh Hefner’s shoes?

For the third time, Playboy founder Hugh Hefner, 86, separated from his trademark red robe long enough to marry.

By Vikram Barhat |January 4, 2013

2 min read

Common estate-planning mistakes Fallback Image Decorative pattern

Estate Planning

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read

When to talk philanthropy Fallback Image Decorative pattern

Estate Planning

When to talk philanthropy

You help clients build wealth. Now, help them give it away

By Christopher Mason |December 19, 2012

7 min read