An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...
Referrals from other professionals, such as accountants and trusts and estates (T&E) attorneys, are the most effective way to grow wealth management practices with the wealthy. The challenge is that ...
Hosted on MSN
The estate attorney who says simple estates aren't actually simple — and why you should care
If you've ever thought that you're too young or too broke to worry about estate planning, Kerri Koen would like you to think again. "It's really important that we're all proactive and have these ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results