Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons: (1) It has a multi-million dollar upside if extended health care is needed, and (2) there's little or no cost if care...
AARPSenior vice president for legal advocacy: Stuart Cohenwww.aarp.org/foundation601 E. Street NW, Washington, D.C. 20049(800) [email protected] ABA Commission on Law and AgingDirector: Charles P. Sabatinowww.americanbar.org/aging and www...
Although the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reduced the importance of estate tax planning for many, it didn't obviate the need for estate plans for non-tax reasons such as asset protection...
How do we deal with a client's diminishing capabilities? We need to encourage families to engage in important discussions about allowing an agent to determine when a client's diminished capabilities render her unable to make certain critical...
As practitioners in the world of estate planning and elder law, we're all aware that America's aging population faces countless and challenging legal issues. Beyond our normal scope of expertise, there are a plethora of issues that the elderly...
Which articles appearing in student-edited law journals should estate planners and wealth advisors be familiar with? We identified six diverse articles from the second half of 2010 that we think will be of great interest to you. We then asked our...
There is a theme that seems to repeat itself in the broker/dealer industry: quality advisors join shops that, deliberately or not, peddle bad investments and get caught, and those good advisors suffer for it. We've written about this before, in...
Rep.TV Rep. TV, the magazine's video source for financial advisors, now features in-house video interviews with industry experts who stop by Registered Rep.'s editorial offices. Stay tuned for more of these videos going forward. For more, go to...
When an FA breaks away from his full-service broker/dealer to move to an independent firm, it is the ultimate test of client loyalty. And potential breakaways have gotten more confident that they'll hold onto client assets versus two years ago...
Philip Palaveev is the president of Fusion Advisor Network, a network of independent advisors that provides business management and collective bargaining services to its members. He is responsible for the strategy of the firm and practice...
