Erika F. Apelis | Sep 20, 2019 | Articles, Estate, Wealth & Succession Planning
A recent poll by Edward Jones has uncovered an alarming statistic: 64% of individuals or families working with a financial advisor have not discussed an estate plan with a professional. At the same time, the poll also found that approximately 77% of individuals...
Brett S. Krantz | Jun 13, 2019 | Articles, Estate, Wealth & Succession Planning
You place great trust in the person who helps you invest your money. You like them, listen to them and are sure that they are obligated to do only what is best for you at all times. Think again! The obligations this person owes are actually dependent on how...