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Mario Correa
Dec 4, 20192 min read
Detectando, evitando y manejando el abuso de personas mayores para asesores de confianza
Cuando eres un asesor de confianza, debes ser consciente del abuso de las personas mayores y comprender las señales. A menudo hay un...
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Mario Correa
Nov 21, 20192 min read
Detecting, Avoiding & Managing Elder Abuse for Trusted Advisors
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...
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Mario Correa
Sep 18, 20193 min read
Tale of Two Families - How A Trusted Advisor Makes the Difference
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...
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Mario Correa
Aug 15, 20191 min read
Failing to Plan - A Sad Story
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...
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Mario Correa
Aug 15, 20191 min read
La falta de planificacion - Una historia triste
Una pareja de ancianos fuera encontrada muerta el 7 de agosto del 2019. Fue un asesinato suicidio donde el esposo, Patrick Jones, de 77...
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Mario Correa
Jun 13, 20193 min read
No se Queme al Heredar Activos "Calientes"
Cuando un beneficiario recibe una herencia, los activos reales que reciben pueden tener consecuencias legales. En el momento en que un...
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Mario Correa
Jun 10, 20192 min read
Don’t Get Burned When Inheriting “Hot” Assets
When a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes,...
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Mario Correa
May 22, 20192 min read
Selecting A Healthcare Surrogate
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...
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Mario Correa
Apr 24, 20192 min read
Nothing Lasts Forever
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...
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Mario Correa
Apr 4, 20193 min read
Salvando el Negocio Familiar
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...
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Mario Correa
Apr 3, 20192 min read
Saving the Family Business
Business owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a...
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Mario Correa
Mar 28, 20192 min read
Protecting Inheritance From Schemers
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...
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Mario Correa
Mar 21, 20192 min read
Ley de Visitas de Ancianos Frágiles
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...
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Mario Correa
Mar 20, 20192 min read
Frail Elderly Visitation Act
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...
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Mario Correa
Mar 19, 20191 min read
Money Smart Week- View and Register for our FREE Workshops.
Don't miss out on #MoneySmartWeek. All of our #workshops are informative and FREE. Listen to an experienced attorney in Estate Planning...
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Mario Correa
Mar 13, 20193 min read
En Quién Confías: Seleccionando A Un Fideicomisario
¿En quién confías? Al hacer la planificación patrimonial, selecciona individuos para cuidar sus bienes, de su persona, y sus hijos...
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Mario Correa
Mar 13, 20193 min read
Who Do You Trust: Selecting a Trustee
Who do you trust? When implementing estate planning you select individuals to take care of your assets, your person, and your minor...
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Mario Correa
Mar 6, 20193 min read
¿Qué es exactamente un fideicomiso?
Si busca en el Internet para intentar comprender un Fideicomiso, puede alejarse más confundido que cuando comenzó. En este artículo,...
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Mario Correa
Mar 6, 20193 min read
What Exactly Is A Trust?
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...
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