The Fading Client Quandary

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Comp[..]

If you practice in parts of the United States where wealth is more concentrated, such as New York, Los Angeles and the San Francisco Bay Area, you may very well have clients with taxable estates.

Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”