Estate Planning

Protect estates from litigation Fallback Image Decorative pattern

Estate Planning

Protect estates from litigation

Verbal promises before death can trigger disputes

By Susan Goldberg |October 7, 2016

7 min read

Why advisors should get personal with divorcing clients Fallback Image Decorative pattern

Estate Planning

Why advisors should get personal with divorcing clients

Advisors who are afraid to touch such an emotionally charged issue miss important opportunities to connect with clients.

By Nathalie Boutet |September 19, 2016

4 min read

Ethical wills: a client’s most valuable legacy? Fallback Image Decorative pattern

Estate Planning

Ethical wills: a client’s most valuable legacy?

These documents will likely become more common.

By Margaret O’Sullivan |September 13, 2016

2 min read

Tell clients about these insurance changes before year-end Fallback Image Decorative pattern

Estate Planning

Tell clients about these insurance changes before year-end

There are only a few months left

By David Wm. Brown |September 9, 2016

2 min read