In this economy, smart consumers are tackling projects they used to turn to pros to handle in an effort to scrimp and save. Can you do that with estate planning? Experts generally agree that there are a few aspects of estate... Continue Reading
Work environments are rife with all types of prejudice, including discrimination based on race, ethnicity, sex, and religion. The distribution of unfair wages, specifically based upon the sex or race of an employee, is often at... Continue Reading
Family owned businesses present tremendous opportunity for financial advisors. It's estimated that between 80-90% of businesses in the U.S. are owned or controlled by families. About a third of them are Fortune 500 companies.... Continue Reading
One of the most common leadership development questions that I hear from executives is, “Why does succession planning feel like such a waste of time?” I do a lot of work on executive coaching and succession with my good... Continue Reading
A "special trust" requires a trustee to actively execute a settlor’s instructions. A special trust varies from a simple trust in that these actions can include selling the trust property and using the proceeds to pay off debts... Continue Reading