financial advisor

It doesn’t matter how much money you have, at least for planning purposes, but where you keep it.

You could have been seeing an accountant or attorney for decades, but does anyone in your family know who that person is?

It’s not as scary as you think, especially if you get some help.

The on-again, off-again, and now on-again law affecting financial advisors is slated to take effect June 9, 2017.

If you’ve experienced any of the following things, you need to update your estate plan right now.

A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate...

New research finds that advisor/client relationships weaken with each passing generation.

Seriously, don’t run to the nearest car dealership. Think this through.

How a human touch can benefit people in need of a POA.

Writer Chuck Jaffe learned the power of planning from his brother, who suffered from a rare disease that eventually took his life...

Death, divorce, medical crisis, and family rifts are some of the tough problems financial advisors must face. Are you prepared?

How to recognize when a client might be operating at a limited mental capacity.

Is being a multigenerational firm the key to survival or more effort than it’s worth?

Help your clients make the most of a family meeting and have them save you a seat at the table.

90 percent of wealthy families lose their wealth by the third generation. What should financial advisors and their clients do to...

An estate plan is a living thing. Don’t let it wilt.

Are these assets even being factored into estate plans? Because they should be.

Tips and advice you can offer to help your clients get an Advance Directive in place.

Communicating business succession plans can be a thoughtful gesture to put your clients at ease.

The cost for eldercare living arrangement can be shockingly expensive.

Here’s how to motivate your Will-less clients to protect their family and assets.

Identify the people in your life who have their mind on your money. (In a professional capacity, that is.)

You just came into a lot of money. Here’s your plan.