Don't Let Clients Become the ‘Family Bank,’ Merrill Study Warns
More and more boomers are being too generous to family members, jeopardizing their own retirement security, according to Merrill Lynch Wealth Management and Age Wave.
Heritage Planning Pt. 7: Fostering Healthy Family Dynamics
In the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
Heritage Planning Pt. 6, Enhancing Multi-Generation Communication
A key part of the family governance process: holding a family event called Heritage Day.
Preparing Your Clients for Inevitable Tax Hikes
What does the supercommittee’s failure mean to your clients?