By Jennifer Ridgely Daszkal Bolton, LLP As a high-net-worth individual, you are likely familiar with the term “family office,” however the purpose and benefits of such a...
Category: Estate Planning Articles (2020)
By Janet Shamblin Key Private Bank Death or incapacity can create an avalanche of emotions and stress on all members of a family. That’s why it’s so important to have an estate...
Bet You Didn’t Know: Life Insurance ‘Truths’… and how to use them to enhance your own results!
By Nathan Flah Flah & Company 1. Fewer than 10% of all life insurance policies issued ever pay out a death claim. When less than one in ten of the products a life insurance...
By Jay Rosen and Stuart G. Berman, CFE, CAMS Capital Forensics, Inc. It is estimated that hundreds of thousands of senior citizens over the age of 60 are physically abused and...
By Ed Morrow U.S. Bank Private Wealth Management Ten new IRS rulings highlight critically important income tax ramifications surrounding early trust terminations. These...
Benefits of Bridging: Long Term Care Planning and Geriatric Care Management
By Karen Greene Hired Hearts, Inc. The inevitable question I am asked when I speak to a prospective client is “Doesn’t Medicare pay for that?!” In an ideal world it...