Imagine you are advising a high-net-worth client who suddenly passes away without a will. During your portfolio review, you discover that the primary brokerage accounts were held in his name alone, lacking a formal...
Imagine you are reviewing a high-net-worth client’s portfolio transition plan during an estate audit. While the gross estate figure—the total sum of assets—provides the headline valuation, it often creates a misleading...
Imagine you are reviewing a client's estate file to determine if their current liquid assets can cover the anticipated settlement costs and tax liabilities. You observe that the portfolio holds a significant position in...