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“Overview & Estate Law Changes” Presentation by Don Vivrette for the Fall 2023 workshop series

The Securities and Exchange Commission Friday penalized Wells Fargo Advisors $35 million for overcharging advisory fees to certain clients who opened accounts prior to 2014 through the end of December 2022.

There’s no doubt that the tax codes in America can be pretty taxing if you really think about them. Here are a few tax facts that might surprise you.

There’s no doubt that the tax codes in America can be pretty taxing if you really think about them. Here are a few tax facts that might surprise you.

What you should know before hiring a professional fiduciary.

Inform yourself about certain issues that may arise.

Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.

The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.

Investors are weighing prospect of higher rates for longer.

When a client talks to their financial advisor about retirement, they want to be assured that they won’t run out of money, but it’s likely they won’t know how long it needs to last.