Lori R. Sackler is the author of The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future. A financial adviser, she is Senior Vice President at Morgan Stanley Wealth Management; her Sackler Group team guides clients through life's transitions.
Avoid family strife down the road by holding key conversations about your estate plans — now
Work & Purpose
Chronological age doesn't mean what it used to, and why that matters