Educating Trustees and Beneficiaries to Prevent Trust Litigation

 If you Google the term “trust and estate litigation,” not only will you find more than 1.2 million hits but many of them are coupled with phrases such as “fast-growing field,” “ever-growing opportunities,” and “hot field.” Beneficiaries’ failure to understand the terms of the trust has been cited by many commentators as a major cause … Continue reading

Downright Revolutionary: But Is Today’s Technology Enhancing Client Interactions?

If there’s one statistic that illustrates what Eric Clarke characterizes as perhaps the biggest shift in both the rapid pace of technological change and the way in which it’s changing professional life, it’s this one: today, 7 percent of World Wide Web traffic comes from mobile devices—smartphones and tablets—but it’s projected that by 2014 the … Continue reading

Estate Planning for Unmarried Couples: What Financial Planners Need to Know

In their 2005 book, Money Without Matrimony: The Unmarried Couple’s Guide to Financial Security,1 co-authors Sheryl Garrett, CFP®, and Debra A. Neiman, CFP®, painted a grim picture of what the surviving member of an unmarried couple might face after the death of a partner. “They can become mired in a financial and emotional mess—destitute and … Continue reading