Latest Blog Posts

Preparing for the Loss of the Family CEO: Part II

Posted on: January 25th, 2016
In part I of this 3 part series, I described the problems that people commonly experience after the “Family CEO” dies. Now I want to share some ideas to help prepare for that event....

Preparing for the Loss of The Family CEO: Part I

Posted on: January 22nd, 2016
The Family CEO knows all of the important facts, account numbers, payment due dates, how payments are set up, who the professional advisors are, and all of the other information necessary to manage the family business. The other “what me worry” spouse happily allows the Family CEO to perform these functions, and trusts that all will be well. The problems occur when the Family CEO dies first....

Financial Elder Abuse Part II – A Coming Crisis

Posted on: October 8th, 2015
As an Elder Law attorney, one of the things I worry a lot about is how to help my clients protect themselves from – well – themselves. There’s no easy way to go about that because we all value our control over what we own, and most of us jealously guard our privacy about our finances . . . So what can you do about it?...

Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

Posted on: October 1st, 2015
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form”...

The Shocking Truth About Asset Protection Planning

Posted on: September 23rd, 2015
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court . . . The truth is the U.S. justice system is unpredictable...

5 Reasons Why Uncle Bill May Not Make a Good Trustee

Posted on: September 17th, 2015
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success . . . However, Uncle Bill may not make a good trustee for a long-lasting dynasty trust since he will probably not be equipped to handle all of his fiduciary obligations on his own....
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