I typically don’t comment on our cover art, but when I saw the cover we selected for this month, I couldn’t help thinking that it was a perfect metaphor for the topics discussed in this month’s Committee Report on fiduciary...

Our cover this month, Elizabeth Catlett’s “My Right is a Future of Equality with Other Americans” (12 in. by 9 in.), sold for $1,200 at Weschler’s African-American Fine Art Sale in Washington, D.C. on Feb. 26, 2016...

As most practitioners know, estate planning isn’t a “one size fits all” endeavor. But, certain groups of clients share special concerns because of their particular circumstances. In this month’s issue, we explore the...

Facts and figures to make advisors go hmm.

Our cover this month, Pablo Picasso’s “Tête De Femme” (255/8 in. by 211/4 in.), sold for $27.14 million at Sotheby’s Impressionist & Modern Art Evening Sale in London on Feb. 3, 2016. Hailed as one of the...

As we head full swing into the 2016 presidential election process, many family members are split over the candidates they support based on the family member’s generation. For example, I’ve read news reports saying that it’s the...

These multiple-choice puzzles are meant to yield easily to solution, so if you find yourself working too hard, it's likely the solution lies elsewhere...

Our cover this month, Yosl Bergner’s “Wooden Horse” (32 1/8 in. by 25 3/4 in.), sold for $75,000 at Sotheby’s Israeli & International Art Sale in New York on Dec. 17, 2015. Bergner, age 95, is regarded by many as one of...

At the Heckerling Institute on Estate Planning in January, I had the chance to speak and work together with Valentino Sabuco, executive director of The Financial Awareness Foundation. Part of the Foundation’s mission involves educating the...