Trusts and Estates
How Estate Planning Can Help Families Coping With Addiction, Substance Abuse
By Will LuciusIt's not an easy topic to confront, and planning for it financially does not come with a straightforward playbook.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.
August 14, 2023
How Advisors Can Manage 6 Big AI Compliance ChallengesTo use AI compliantly, here's what advisors need to keep in mind.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
August 09, 2023
A Counterintuitive Annuity Strategy That Can Reduce RiskA longer indexed term might seem to offer the most downside protection, but that's not always the case.
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