Name: Strauss Attorneys PLLC
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When a Client’s Parent Is Evacuated: What Every Advisor Should Know

The decision to place a parent in a nursing home or assisted living facility is rarely simple. It can feel even more fraught in hindsight when something goes wrong. Careful research and frequent check-ins can help a client keep their loved one safe and secure in their new residen...

What Your Clients Have Not Done with Their Documents—and How to Bring It Up

Clients rarely think of document access as a vulnerability. The plan is in place, the paperwork is signed, and the folder or binder containing that paperwork is somewhere at home. But a disaster does not wait for someone to remember where “somewhere” is. When a client is displace...

The Advisor’s Preparedness Audit

National Preparedness Month is observed every September to encourage individuals, families, and communities to plan for disasters and emergencies. Sponsored by the Federal Emergency Management Agency (FEMA), this annual campaign emphasizes actionable steps such as understanding l...

The Access Problem: When Clients (or Their Families) Cannot Reach What Matters

A client departs New York for business on a morning flight and is in London by the evening of the same day. Midair, they receive a potential fraud alert from their bank. Once back on the ground, they biometrically unlock their banking app on a train ride to the hotel and ch...

Cross-Border Clients, Cross-Border Risk

Clients who travel internationally or own foreign assets may move fluidly among languages, cultures, and customs. However, they may not realize that their estate plan will not automatically follow them across foreign borders. Advisors and clients must be mindful of the limi...

When Clients Travel, Small Gaps Can Turn into Big Problems

Travel takes us out of our comfort zone, exposes us to new stimuli, and can rekindle a sense of awe as we leave the familiar behind and embrace the unknown. It also challenges us to think and act differently. But by stripping away our daily routines, travel can expose...

Sudden Wealth Event: Restructuring for Complexity and Tax Efficiency

Good news in the form of a sudden windfall can force a family into a new financial position that materially alters their legacy and estate plan. While newly acquired wealth may seem purely positive, it can attract the attention of the Internal Revenue Service and prompt an ...

How to Support a Client’s Adult Child Through a Personal Crisis

Whether it is the onset of a disability or chronic illness later in life or struggles with substance abuse, financial collapse, or bankruptcy, a personal crisis affecting a client’s adult child can affect the entire family. Parents may feel an urgent need to help but are no...

The Unexpected Death of a Spouse: Immediate Support for Clients

Your clients planned a life together. Nothing could have prepared them for this. When a client’s spouse unexpectedly passes away, death is no longer theoretical. Decisions that may have been discussed briefly in a planning conversation are now a lived reality, and the situation d...

When a Client’s Capacity Is in Question: Managing a Financial Crisis in Real Time

There are calls advisors hope they never receive—but increasingly, they are becoming part of the landscape of wealth management. A family member, often a spouse or adult child, contacts you urgently. They are concerned that the client can no longer manage their finances, is...

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