A Symphony of Collaboration is the Key

August 31st, 2015

Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015, at http://www.financial-planning.com/news/technology/clements-to-beat-robos-stop-selling-fantasies-2694000-1.html?utm_medium=email&ET=financialplanning:e5051599:52149a:&utm_source=newsletter&utm_campaign=Aug%2031%202015-am_retirement_scan&st=email: “Many traditional advisors, of course, do far […]

Gifts under Powers of Attorney

August 13th, 2015

Introduction and Background   It is common to include in a durable power of attorney the right for an agent (the person named to act on behalf of the principal […]