Every family wants to create a legacy for their children in the future, but often they skip the critical steps in the present.
Clients’ kids may have their heart set on an out-of-state public school. Here are three ways to try and lower the bill.
Easy to steal, impossible to sell
Craig Hersch and Patrick Carlson discuss the importance of vigilance in transferring money to clients' trusts.
Bentonville, Arkansas, is home to the Walton family's $152 billion fortune.
Massachusetts Secretary of the Commonwealth William Galvin is seeking possible sanctions, censure and fines on MetLife