Discretionary Gifting Authority in Durable Powers of Attorney

Published on July 15, 2026

Make sure what you authorize is actually what you intend.

Continue reading on website
Other news

Focused on the Future: Growing an Advisory Firm Organically with James Bogart

July 15, 2026
Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization

Advisors Are Prioritizing Independence. Are Alternatives Platforms Doing the Same?

July 15, 2026
The universe of alternative investments is only growing. As advisors increasingly look for opportunities to diversify their client portfolios. But independent advisors who have purposefully built their businesses on doing what is best for their clients deserve to have partners who are doing the same.