By knowing in advance what signs to look for, and how you can help, you can help ease your clients through this difficult life transition
New book uses a compilation approach to a complex issue for clients
Here are some tips for assisting clients in avoiding the financial mistakes people commonly make when divorcing
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Family mediation skills can play a key role in the peaceful resolution of financial issues
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators