Advisor to Client

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Risk Management

Choose who gets what

You can choose how your beneficiaries receive the money from a death settlement. Here are the details.

September 5, 2013

2 min read

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Risk Management

Wills aren’t foolproof

Would you ever videotape your last will and testament? That might be a good idea, says one estate expert.

By Ian Harvey |September 5, 2013

2 min read

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Risk Management

Insure your art collection

It’s common to see valuable art collections left financially unprotected. Big mistake, experts say.

By Raf Brusilow |September 5, 2013

3 min read

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Investing

Handling a financial windfall

Whether your new money is from an inheritance or lottery winnings, a financial windfall means greater responsibility.

By James Dolan |September 5, 2013

2 min read