For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient ...

There’s no getting around the sensitivities inherent to estate planning. The very nature of the process requires one to take an introspective look at their life and the possessions they’ve accumulated ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

The development of a comprehensive communication strategy and plan is most effective when it adheres to proven principles and is designed to proactively address key stakeholders and their concerns.

Planning, policymaking, and training for effective communication must be top priorities for today's leaders to drive an organization into a successful future. Communication is the backbone of any ...