Wills

How to discuss PoA for personal care Fallback Image Decorative pattern

Estate Planning

How to discuss PoA for personal care

Help clients before it’s too late.

By John Lorinc |January 17, 2014

7 min read

How to make a Power of Attorney ironclad Fallback Image Decorative pattern

Estate Planning

How to make a Power of Attorney ironclad

Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.

By James Dolan |January 17, 2014

3 min read

How to keep second-generation clients Fallback Image Decorative pattern

Estate Planning

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read

Stress-testing a will Fallback Image Decorative pattern

Estate Planning

Stress-testing a will

Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.

By Daniel J. Dochylo |January 13, 2014

9 min read