Article-1423

December 31, 2013 |

Survey Says! Many High Net Worth Individuals Still Fail to Plan

Although estate planning is vital for high net worth families, a recent survey released by Spectrum’s Millionaire Corner reveals that less than one quarter of ...

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Article-1414

December 26, 2013 |

“Mom, Can You Co-sign?”: Did a Family Member Participate in Your Loan?

Often, young adults ask other family members to participate in a loan to assist the young adult in purchasing his or her first home. As ...

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Article-1421

December 25, 2013 |

More “Granny Cams” Used in Nursing Homes

After the story of Eryetha Mayberry – the nursing home patient whose abuse was caught on a hidden camera – became widely known, the type ...

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Article-1419

December 24, 2013 |

What About The Picasso? How to Manage Tangible Assets

As a recent article explains, high net worth families are increasingly turning to tangible assets to hold their wealth. A 2012 report cited in the ...

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Article-1410

December 19, 2013 |

Watch That Step!: Estate Planning Oversights to Avoid

In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise it regularly as ...

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Article-1417

December 17, 2013 |

Using a Trust to Protect Your Legacy

For parents of minor children, passing assets on to their children cannot be the only focal point of estate planning. Rather, parents must have a ...

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Article-1403

December 12, 2013 |

How to Plan for, or Avoid, Transfer Taxes

As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...

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Article-1408

December 11, 2013 |

Planning Now for the Potential of Alzheimer’s Later

More and more senior Americans are forced to deal with the devastating diagnosis of Alzheimer’s. Without planning, an Alzheimer’s diagnosis can be a devastating financial ...

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Article-1406

December 10, 2013 |

Separate Accounts From Your Spouse? Avoid This Asset Protection Pitfall!

It is becoming more commonplace for spouses and cohabitating unmarried couples to keep their financial accounts separate. While this strategy has many advantages, it comes ...

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Article-1381

December 5, 2013 |

Incorporate Your Prenup into Your Estate Plan

Later in life marriages, as well as second and third marriages that produce Blended Families, are increasingly common. Spouses entering into these marriages usually have ...

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