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Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.
August 27 -
Caretakers for those with developmental challenges can feel lost when it comes to their financial options.
August 7 -
Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.
July 5 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.
May 17 -
Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.
April 12 -
Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.
April 3 -
Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.
March 26 -
People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.
March 20 -
The law has numerous income tax consequences for individuals and businesses.
February 9Snell & Wilmer