Estate Planning

Working through disabilities

How to safeguard inheritance

By Suzanne Yar Khan |January 17, 2014

5 min read

How to discuss PoA for personal care

Help clients before it’s too late.

By John Lorinc |January 17, 2014

7 min read

How to make a Power of Attorney ironclad

Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.

By James Dolan |January 17, 2014

3 min read

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read