Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. […]
Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts have the potential to offer important rewards […]
Asking your financial planner to rewrite ten of the movie’s iconic scenes “Field of Dreams” is a 1989 baseball movie inspired by W.P. Kinsella’s 1982 novel […]
In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both large […]