If you live in a community property state, it is critical that separate property assets be titled and handled correctly or ...

As you or your parents get older, it's natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Having your financial affairs in order is an intangible ...