Name: Strauss Attorneys PLLC
Rating: 4.9

Planning for Clients Aging Without a Family Care Team

Almost every parent asks their child, “What do you want to be when you grow up? ” The answer is almost never “caregiver to my aging parents. ” But the reality of caregiving in America means that many adult children end up in this role, whether they intend to or not. Planning ...

Rethinking the Beneficiary Conversation for Clients Without Kids

One thing that almost every client shares, regardless of whether they have children, is a desire to pass down a legacy. That legacy can be anything the client wants it to be. But when children are not a part of the mix, beneficiaries may be less evident, demanding a more in-depth...

The Silent Gap in Many Clients’ Financial Plan: No Named Decision-Makers

Estate planning is critical for clients with minor children, but it is equally important that individuals without children have an up-to-date plan. With more adults deciding not to have children, this growing group presents an opportunity for advisors to expand the es...

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 ...

1 2 ... 5 6 Next

Advisors Newsletter