Insights

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

If you’re acting as an executor of a Will, consider hiring an executor’s helper

It’s important for the next generation be able to build their own career without impacting family relations.

Augmenting the client-advisor connection in making wealth planning work for you.

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

Author and investor David Chilton offers tips for dealing with market turbulence.