Get ready for Phase II of the Tax Cuts and Jobs Act.
Here are specific steps that advisors can take to help promote openness and help clients cope.
Unless there’s a cure, all advisors could face a client suffering from dementia.
There are a dozen reasons prudent estate planning will remain critical, even if the federal estate tax is repealed.
Lawyers require financial expertise and experience focused on the unique parameters created by practicing law.
Abstract thinking is of no help when it comes to the hard financial realities of art collecting.
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