Some of the most fulfilling professional work during our careers can be the privilege of assisting affluent clients in developing their vision of what it means to build a lasting legacy for both their ...

A successful sale process typically spans six to 12 months and represents a significant investment of time for owners and ...

Has the coronavirus pandemic made you think more about end-of life-planning... like advanced directives, a living will, or power of attorney? We talk about the different options, how the pandemic has ...

During a medical emergency or a serious illness or at the end of life, questions may arise about a patient’s medical treatment and how their care team should proceed. In instances where the patient is ...