This Make-a-Will Month, Make Your Will Part of Your Legacy
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one generation to the next over the […]
Advising Advisors: Discussing Charitable Giving With Clients
SAN ANTONIO – Attorneys, CPAs and financial advisors are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates […]