Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. In this episode, David Lenok, senior editor at Weal

Collectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDa

The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com,

Only one-third of family businesses make it to the next generation. What are you doing today to help your family business last? In this episode, David Lenok, senior editor at WealthManagement.com, has the pleasure of speaking with Mitzi Perdue,

Your clients beneficiaries will have a lot of unintended expenses if your clients dont take the right estate-planning steps especially if the plan is nonexistent. In this episode, David Lenok, se

Its surprisingly easy to have estate planning documents and wills modified or overturned. Can your clients be assured that their estate planning documents will be enforced after theyre gone? In this

Are you willing to let your children take the reigns of the family business? Giving your children the space to try and make their own mistakes as they learn will help you identify who is ready to take on the family business. In this episode,

Whether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are your digital assets. What happens to those accounts when you die? In this episode, David Lenok, senior editor at WealthManagement.

Sponsored By: FS Investments No parent wants their children to be worse off because of the wealth they inherit. As an advisor, what can you do to help parents equip their children for wealth and snuff out a sense of entitlement –– or affluenza –– that ...

Too many people are oblivious to the estate tax. But as an advisor, youre perfectly positioned to help your clients avoid passing on a tax bill to their heirs. In this episode, David Lenok, senior ed