A Discretionary Lifetime Trust doesn't just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer...
Elder Law
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Form Aims to Help Stop Financial Elder Abuse
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...
Incapacity Planning IV: Choosing the Right Agents
A 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...
Help Clients with the ‘Inheritance Talk’
It 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...
Planning for Disability – The Good, The Bad and The Necessary
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear...