When we think of our family history, we often picture a family tree—a list of names, birthdates, and relationships neatly arranged in a lineage. But what if we could go deeper? What if we could chart ...

Make genograms of relationships or medical history–as well as regular family trees–with GenoPro. Tracing can be like a forensics procedural, only with fewer neat answers. There are many reasons for ...

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Kimberly L. Curtis is president and chief executive of the Wealth Legacy Institute ...