Cuando eres un asesor de confianza, debes ser consciente del abuso de las personas mayores y comprender las señales. A menudo hay un punto en la vida de un c...

When your a trusted advisor, you need to be aware of elder abuse and understand the signs. There is often a point in a client’s life where they will experie...

Nancy’s financial advisor told her she needed our help. He insisted. Her husband, in his 40’s, had been scheduled for surgery but his prognosis was poor. ...

An elderly couple was found dead on August 7, 2019. It was murder suicide where the husband Patrick Jones, 77 years of age, fatally shot his wife Patricia J...

Una pareja de ancianos fuera encontrada muerta el 7 de agosto del 2019. Fue un asesinato suicidio donde el esposo, Patrick Jones, de 77 años, le disparó fata...

Cuando un beneficiario recibe una herencia, los activos reales que reciben pueden tener consecuencias legales. En el momento en que un ser querido fallece, e...

When a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes, the beneficiary may ...

Who steps up to the plate when a loved one is no longer able to care for themselves? This assumption is based on tradition. It is typically what we saw ha...

How I Was One of the Last to See Notre Dame Cathedral While I tend to want to keep my blog posts less personal, here is one where I learned a valuable lesson...

Los dueños de negocios se enfrentan a un problema único al morir. A diferencia de las acciones que cotizan en bolsa donde hay un mercado listo para comprar e...

Business owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a business owner’s famil...

Nothing gets client’s angrier than seeing a child’s ex-spouse attempt to access an inheritance. While an inheritance is not part of the marital estate, it m...

Un padre separado de algunos de sus hijos es una tragedia que a menudo vemos. El escenario de los hechos es muy común. Un padre anciano se vuelve frágil debi...

A parent being separated from some of her children is a tragedy we too often see. The facts scenario is very common. An elderly parent becomes frail due of...

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¿En quién confías? Al hacer la planificación patrimonial, selecciona individuos para cuidar sus bienes, de su persona, y sus hijos menores en caso de que ust...

Who do you trust? When implementing estate planning you select individuals to take care of your assets, your person, and your minor children in the event yo...

Si busca en el Internet para intentar comprender un Fideicomiso, puede alejarse más confundido que cuando comenzó. En este artículo, aprenderá exactamente qu...

If you search the internet to attempt to understand a Trust, you may walk away more confused than when you began. In this article, you will learn exactly wh...