-
By Brian Anderson |
June 11, 2012
As part of our coverage this month of the high net-worth market, industry expert Ted Tafaro, of Exceptional Risk Advisors LLC, shares his thoughts about key issues facing HNW clients and advisors.
-
By Victor Sanchez, M.B.A., CLU |
May 21, 2012
As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.