Rick Miller and Frank Napolitano will speak at the upcoming NADP conference on using the lifetime balance sheet in divorce planning to make the outcome more equitable and sustainable.
Recently, a client came to us with a problem. He had amassed a healthy portfolio and planned to leave it to his two children. He was worried that his daughter’s impending divorce might leave her portion of the inheritance vulnerable to her soon-to-be ex-husband. How do you protect your assets — and your children —[Learn more…]