A Discretionary Lifetime Trust doesn't just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer fully competent or could easily be taken advantage of. Addlitionally, frivolous lawsuits and high divorce rates...
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With financial exploitation of the elderly on the rise, financial advisors with older clients are looking for ways to head off abuse before it happens. Enter the “Emergency Contact Authorization Form.” With this form, clients can list a trusted person to contact if...
read moreA designated health care or financial representative is also called an “Agent.” When selecting the agents who will be named in your incapacity plan, there are two important decisions to be made: 1. Who will manage your finances during incapacity; and 2. Who will make...
read moreIt wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
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