Cover Me: Why a Durable Power of Attorney for Asset Management is a Smart Part of Your Estate Plan

In 2007, pop singer Britney Spears had a highly publicized meltdown. Caught on camera shaving her head, attacking a paparazzo with an umbrella and otherwise calling her sanity into question, Spears’s father took steps to contain his 26-year-old daughter’s erratic behavior and protect her multi-million dollar estate. While today, Jamie Spears’s actions appear to have… Read More »

Key to Stopping Family Fights on End of Life Issues: Be as Specific as Possible

One of the biggest challenges we have as advisors is making sure our client’s wishes are honored at the end of life issues. While simple on its face, there are two complexities we face in advising families. First, medical breakthroughs may provide tougher decisions for families to make. For example, will a new drug or… Read More »