The Value of Multigenerational Family Meetings

The Value of Multigenerational Family Meetings

Click here to download a PDF of this report. If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their...
The Importance of Personal Umbrella Policies

The Importance of Personal Umbrella Policies

Click here to download a PDF of this report. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed...

What to Do When Your Doctor Has Bad News

Click here to download a PDF of this report. It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into...