J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees.
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This is why I relentlessly pester FPH clients to upload their beneficiary designations to eMoney.
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Taxachusetts just got (a little bit) more tax-friendly
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This article offers guidance on how to get different types of assets into revocable trusts. Types include Aircraft/Watercraft, foreign property, LLCs, etc.
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The trusted contact authorization is a powerful tool that enables financial advisors to initiate wellness checks and to proactively act to prevent clients from
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This is not clickbait. It is not hyperbole. There are two very real ways one can lose money by purchasing savings bonds through Treasury Direct.
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A nightmare - Your 18-year old child has been in an accident and your access to information and ability to participate in medical decisions is restricted...
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How can you make your estate plans effective and utilize eMoney?
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Factors to consider when thinking about turning over certain assets, such as a house, to children.
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These essays offer real life examples from my practice of how the biggest planning mistakes people make have everything to do with miscues, oversights, and/or
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How can EP documents influence the ability to secure your financial life?
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How can understanding certain latin phrases help you make better financial decisions when considering inheritance and beneficiaries? Check out our article for
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