We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trusts & 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 about Trusts and Estates.
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 email@example.com.