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Even if you already have an estate plan in place, these are the pitfalls I see trip people up again and again. Some of these may feel familiar from our work together. Consider this a gentle nudge to double-check that your plan is still doing what you need it to do....
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 married life,...
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...
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...
