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Wedding season is here, and if you just said “I do!” you’re probably busy merging Netflix queues, debating whose couch wins, and figuring out how to combine two very different kitchens. It’s the fun stuff, and it should be! But while you’re settling into...
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...
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...
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 two important decisions to be made: 1. Who will manage your finances during incapacity; and 2. Who will make...
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 when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
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 that we should all plan for at least a temporary disability. This issue of our newsletter examines the...
How to avoid sending your loved ones into probate court
Are you opting out of your financial future?
Even vampires need estate planning
Care committees can assist trustees of special needs trusts
The Facts About a Trust Protector
Protecting an Inheritance for Both Old and Young Beneficiaries
Tax Planning
Special Needs
Probate
General
Estate Planning
