Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

When it comes to applications for Paycheck Protection Program loans or PPP loan forgiveness, a one-size-fits-all approach to assisting clients won’t work. Some clients will need more help than others, ...

In New York federal court actions, FRE 612 and federal court decisions interpreting it provide guidance regarding disclosure of documents to witnesses. However, in New York courts, in the absence of a ...

For advisors, offering a modern client portal is a critical tool for staying relevant, competitive and connected.