Steve Lockshin's book, Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off, was recently reviewed by Jean Brunel, Managing Principal of Brunel Associates, LLC in…
AdvicePeriodMay 19, 2015
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What if you went to the zoo with your family, bought a ticket, and exclaimed to anyone who might listen that you “couldn’t wait to see the animal!” People would…
Steve LockshinFebruary 9, 2014
For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…
Steve LockshinJanuary 31, 2014
