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A PERSONAL PLANNER FOR JUNIOR EMPLOYEE: MORE FIRMS EXTENDING BOSSES’ PERKS TO STAFF

A manager at a large New York City investment bank thought he had taken care of all of…

A manager at a large New York City investment bank thought he had taken care of all of his estate planning needs. He'd set up trust accounts, designated guardians and chosen executors. He'd drawn up a 27-page will with lots of codicils and official-looking seals.

Then he signed up for a free counse

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A PERSONAL PLANNER FOR JUNIOR EMPLOYEE: MORE FIRMS EXTENDING BOSSES’ PERKS TO STAFF

A manager at a large New York City investment bank thought he had taken care of all of…

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