Wealth Planning

Sponsors’ digital experience is becoming much more important when a plan is up for bid.

The very richest had assets of about $35.4 trillion in the second quarter, or just shy of the $36.9 trillion held by the tens of millions of people who make up the 50th percentile to the 90th percentile of Americans -- much of the middle and upper...

Incorporate charity into a plan while maintaining the flexibility to change with the times.

Family gatherings are a good time to raise these issues.