Wednesday, July 28, 2021
Home Authors Posts by

Clients Moving Out of State Can Face Estate-Plan Snafus

Help them find a local attorney to ensure documents comply with state laws.(By Deborah Danger)

Sydney vs. Boston? Distance Matters for Health Care Agents

An agent with “boots on the ground” may make better decisions than a faraway child with an MD. (By Deborah Danger)

Estate Planning for the LGBTQIA+ Community

Ensuring values and wishes are fully honored takes extra steps. (By Deborah Danger)

How to Help Procrastinating Clients Organize Vital Estate Documents

Their heirs will be forever grateful that you spared them from endless searches for wills, passwords and other records. (By Deborah Danger)

How Unequal Inheritances Can Tear Siblings Apart

Advisors can play a critical role in keeping legacy and love intact. (By Deborah Danger)

Stay Connected

- Advertisement -

Latest Articles