1+ mon, 2+ day ago   (298+ words) Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another. If you’ve seen Succession or Knives Out, you know inheritances can turn families into enemies. The bigger problem is that many…...

3+ mon, 3+ week ago   (397+ words) An advisor’s role doesn’t end after an inheritance. There’s a whole bunch of money changing hands in the coming years, but how can advisors help their clients who have inherited their parents’ wealth? “We’re maybe in the bottom of the…...

5+ mon, 1+ week ago   (426+ words) Some 60 million US adults identify as childfree, according to the National Institutes of Health, meaning they don’t have children and don’t intend to. “Many traditional financial planners find themselves kind of stealing client households from other advisors, and almost trading…...