Do Your Clients' Plans Cope With Illness?
Injury and illness can often lead to physical or mental incapacity. These limitations may render an individual homebound or physically unable.
Recent
Vermont Advisors Fined For Having Trust Conversation Too Late
By the time they talked to their client about transferring the assets to a charitable trust, she was already suffering from dementia.
5 Important Steps To Maximize An Inheritance
Research has shown that when people come into money unexpectedly, they will treat it differently than the money they have earned.
HBO Seeks Dismissal of Michael Jackson Estate’s Suit Over ‘Leaving Neverland’
HBO urged an appeals court on Friday to throw out litigation brought by the Michael Jackson estate over the 2019 documentary “Leaving Neverland.”
Why your estate plan is not as buttoned up as you think it is
7 questions to answer to avoid confusion or fights after you die
Don’t Mess With Texas, Estate Planner Rolls Out Case for Lone Star to Become Venue for Asset Protection Trusts
It's time for Texas to fill its hands and offer the rich, the famous and the worthy truly bulletproof asset protection trusts.
Time To Play Offense: National Advisors Trust Raises The Stakes Beyond Survival
The post-crash decade reinforced the industry’s zero-sum competitive posture. Now it’s time to surround yourself with people willing to reach higher.
