Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns.
“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”
The idea is not to have a huge pile of wealth that you hoard like a dragon from a storybook; it’s to live your best possible life and enjoy the hard-earned fruits of your labors.
Set your family office clients up to succeed. Prioritize the succession plan.
Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.
Working from home from an estate planner’s perspective.
