Stress testing is becoming an increasingly popular activity among the wealthy and their advisors. It involves putting a wealth plan through its paces—evaluating and assessing it to see if the ...

Founded by Dr. Todd Lewis, the organization reflects a process-driven approach shaped by both industry experience and ...

In Re Grand Jury asks how courts should assess attorney-client privilege when a client seeks partly legal and partly nonlegal advice from a lawyer and the two parts cannot be disentangled. Monday’s ...