A long-time client, Mr. Lee, stops in without an appointment to discuss an “important” financial opportunity he recently heard about. Mr. Lee is 80-years old and a widower. You’ve been his broker for ...

The potential for undue influence has become increasingly significant in this era of digital interconnectivity. Undue influence can distort our perceptions, manipulate our decisions, and sometimes ...

We’re all influenced by our surroundings, our circumstances and the people who take an interest in how we manage our affairs. When it comes to estate planning and the drafting of wills, trust ...