Name: Strauss Attorneys PLLC
Rating: 4.9

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...

Protecting the Portfolio and the Person: Five Critical Moves After a Client Is Diagnosed with Dementia

A dementia diagnosis changes the nature of the advisory relationship. Before a diagnosis, the focus may be on recognizing subtle changes and cautiously responding. After a diagnosis, it shifts to managing risk, supporting the client, and putting protective structures in place whi...

When a Client’s Behavior Changes: A Guide for Advisors

At some point, most advisors will work with clients who experience cognitive decline. The challenge is that these changes rarely become obvious all at once. They tend to emerge gradually—subtle at first and easy to explain away. A missed detail here, a repeated question there. On...

Planning Around Clutter: Tools Advisors Can Use Without Overstepping

People often accumulate personal belongings over time, from everyday items to sentimental keepsakes. While these possessions may seem harmless, they can complicate estate planning, slow administration, and create difficult decisions for heirs if not proactively addressed. A...

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