Every asset has a useful life, and failing to plan for replacements can lead to costly downtime or last-minute, high-cost ...
Russia may nationalize and swiftly sell off foreign-owned assets under a new privatization mechanism in retaliation for any ...
The world is becoming more and more digitized and so are your client’s assets. Most Americans own multiple digital devices and have tons of online accounts. Because the average person is unaware of ...
Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...
Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...
As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
Many individuals do not realize the value and extent of their digital records and the potential for financial or sentimental loss if these assets are lost or inaccessible. A well-drafted estate plan ...
When thoughtfully designed and coordinated with broader financial and family goals, a SLAT can be a cornerstone of ...
Susan and Jim worked hard their entire lives to create a comfortable nest egg that would last throughout retirement and allow them to leave an inheritance for their children and grandchildren. They ...
In essence, EU countries would lend Ukraine around 140 billion euros ($165 billion). Kyiv would only refund the money once ...
Russia may nationalize and swiftly sell off foreign-owned assets under a new privatization mechanism in retaliation for any European moves to seize Russian holdings abroad, according to a person close ...
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