Month: March 2016
March 28, 2016
The practical side of helping aging parents
In a recent WSJ article, The Difficult, Delicate Untangling of Our Parents’ Financial Lives, William Power analyzes a very practical part of planning:…
March 26, 2016
What are trust protectors and trust advisors and should they be part of my estate planning?
In a recent article, Thinking More Deeply on Trust Advisors and Protectors, WealthCounsel Quarterly, WealthCounsel’s Vice President for Education, Matt McLintock, discusses in depth…
March 11, 2016
Post-nuptial agreements becoming more common
Postnuptial agreements are on the rise with wealthy couples, reports Wealth Adviser at WSJ.com. The agreements, unlike their better-known sibling, prenuptial agreements, are signed after…
March 4, 2016
Talking about special needs planning
Planning for a child with special needs. A child’s special-needs diagnosis can pose a complex challenge to financial advisers who are drawing up…
