Family Issues

What Do We Tell the Children?

Posted on: June 20th, 2017
While communicating your wishes about the distribution of your assets with your children and heirs well in advance is the ideal way for any individual to handle this situation, we understand that it can be a difficult subject to approach....

Prenups: Why you need one and pitfalls to avoid!

Posted on: March 30th, 2016
The Big Bang Theory actress Kaley Cuoco is one of the highest paid actresses on television . . . After less than two years of marriage, Cuoco filed for divorce. She assumed the prenup would be valid......

Sonny Bono’s Procrastination in Creating a Will Led to Years of Estate Battles

Posted on: March 24th, 2016
When Sonny Bono died, his net worth was just under $2 million, yet he did not have a will. Apparently, he meant to have one drawn up, but simply never got around to it. His family suffered as a result....

Preparing for the Loss of the Family CEO: Part III

Posted on: January 27th, 2016
In part I, I described the problems that people face after the Family CEO dies. In Part II, I suggested creating a family contingency plan to help prepare for the loss of the family CEO, and concluded with an important key to making the plan work: sharing it with those who will need to carry it out (your “helper”)!...

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....

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”...
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