You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?

Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...

Avoid retirement remorse and “push start” on a successful business and personal transition.

While, on the surface, engaging multiple advisors to manage assets appears to offer the benefits of diversification, the reality is that there may be hidden costs to this approach

Studies show how difficult it can be for adult children and their parents to talk about their wishes and plans regarding caretaking, finances, estate planning and legacy issues as they age. While most elderly people don't want to become financially dependent on their children, some four in 10 families...

In our daily lives we are accustomed to a certain sequence of events; we expect everything to have a beginning, followed by the middle, and concluding with an end. Between the ending of the old and the beginning of the new, there is an unknown area...

Entrepreneurs take pride in addressing issues head on, taking risks and making the tough calls that ultimately yield business success. But when it comes to thinking about what it takes to transition a successful enterprise, many entrepreneurs do not ask the tough questions...