When heirs are imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Read more
Investment challenges of the affluent investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.