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Reconnecting With Clients During COVID-19

By: Carol Schiro Greenwald, Ph.D. | wealthmanagement.com Where do you want your career and practice to be when the ‘new normal’ arrives? It’s scary out there. Every day the rules change. Some of us have no active clients, while others are swamped with clients’ questions. So, what’s an advisor to do? Let’s acknowledge the stress […]

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October is Estate & Gift Planning Awareness Month

By: Financial Awareness Foundation We hope you and your loved ones are staying safe and healthy. In these unprecedent...

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The Two Estate-Planning Documents Clients Need for College-Bound Kids

By: Anna Sulkin Estate planners are seeing a new trend in their line of work—clients increasingly requesting to put e...

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Digital Assets in Estate Planning: Cybersecurity Concerns and Considerations

By: JD Supra With the rise of the digital world, many estate planning clients have accumulated large collections of “...

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International Estate Planning

By: Matthew Erskine Despite the sharp drop in international travel due the the Covid 19 pandemic, we are still living...

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How Does the SECURE Act Affect Estate Planning?

By: Adler Pollock & Sheehan The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest...

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Estate Administration During a Pandemic

By: Burns & Levinson This month we will continue the discussion regarding our professional experiences during the...

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