The Northern Trust Institute will focus on helping clients dealing with retirement, small business ownership, multigenerational families and major life changes such as divorce or a spouse's death.
A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election.
The 10 states with the highest and 10 states with the lowest tax burdens.
The study found that the appetite for human financial advice extends far beyond the high-net-worth population.
