We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trust & Estates.
Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. LEARN MORE
Bob is the Senior Vice President, Advanced Planning Attorney for Highland Capital Brokerage and specializes in advanced planning for high net worth and ultra-high net worth clients. Bob can be reached at 518.424.8928 or firstname.lastname@example.org.
Latest posts by Highland Capital Brokerage (see all)
- Robert W. Finnegan, J.D., CLU®, AEP®, Published in Trust & Estates - February 1, 2018
- January 2018 LTC Newsletter - January 25, 2018
- December 2017 LTC Newsletter - December 21, 2017