How Adult Children Affect Gray Marriage Estate Planning
By Rob BurgessBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 20, 2026
PRO
Case Study: How Tough Talks Exposed a Critical Planning GapHard conversations about spending revealed a coverage shortfall before a family faced an unexpected crisis, financial planner Jeffrey Yeakle says.
August 18, 2026
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How One Advisor Fixed a Special-Needs Estate PlanJeffrey Llewellyn helped his clients ensure their autistic daughter would be supported for life without losing her government benefits.
July 27, 2026
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How a Windfall Can Become a 'Family Destroyer'David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
June 23, 2026
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Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 09, 2026
PRO
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
December 12, 2025
Social Security Case Study: How a Couple Could Boost Lifetime Benefits by $100KClients may be surprised by just how much of a difference an optimal claiming decision can make.