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 Aut...

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. Initially you may think...

Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be issued upon request...

After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs.  While the documents required will vary depending on what your loved one owned and...

While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why?  Because having a low crime rate and be...

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 cred...