“If you fail to plan, you are planning to fail.” That quote – originally uttered by Benjamin Franklin and now printed on school-issued homework planners nationwide – may not have been originally ...

Last week, we looked at the first three steps for growing long-term family wealth: creating effective communication, understanding your client’s shared family values and focusing the values into ...

Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan ...

You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...

Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to ...

A time will likely come when you have to care for your elderly relatives' money matters. Here are some... Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

The pace of change in our communities is faster than ever, and change is happening whether we are ready for it or not. Here are six steps to get on the right path as you think about your next ...