David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
An estate plan is a delicate and complex machine that, when working properly, can offer your client a great deal of financial and emotional security as he nears the end of his life. However, like any finely tuned...
With global assets under management predicted to grow to more than $100 trillion by 2020, asset managers will become more influential and, as a result, will attract increased scrutiny from tax authorities and clients...