Estate Planning

Decorative pattern

Estate Planning

Give away wealth now, or later?

Before gifting assets, clients need to understand the consequences

By James Dolan |January 20, 2015

8 min read

Decorative pattern

Estate Planning

How to prep a business for sale

When it comes to selling a client’s business, timing matters.

By Mark Groulx |January 19, 2015

3 min read

Decorative pattern

Estate Planning

Get help managing funds of minors, disabled clients

If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.

January 16, 2015

4 min read

Decorative pattern

Estate Planning

Make way for centenarians

If clients aren’t prepared to live past age 90, they risk running out of money

January 16, 2015

12 min read