The reason so many families suffer a reversal of fortune isn’t because of the money itself.
We’ve heard plenty of complaints about the burdens banks are facing due to new financial regulation, but a new study shows that some financial institutions are creating their own cost hurdles with outdated communication methods. A recent Varolli Corporation survey of more than 1,000 banking executives reveals a disconnect between how the banking industry reaches
Leaving a legacy usually involves more than just figuring out how to divide up assets so the inheritors don’t go to court. The best plans include letting your heirs know how you feel about wealth. One way to do that is in a letter. In fact, you may not even share the letter with heirs,