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Horsesmouth Essential: An attorney must draw up estate-planning documents, but you can help clients think through important financial issues before they get started.
Circumstances may compel grandparents to take custody of minor children, thrusting them into a planning situation they hadn't foreseen. The situation has become more common in recent years, and you should be prepared to guide your clients through all of their financial options.
Some have denounced Robert Atkins's controversial diet, but few could direct criticism at his artfully crafted will. Here's a summary of the diet guru's comprehensive estate plan.
Forty-six years and seven husbands after inheriting her $40 million Woolworth fortune, Barbara Hutton died with a mere $3,000. Learning from her mistakes, your wealthy clients can better prepare their children and grandchildren for stable futures—both financially and emotionally.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025