Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

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...

The Fiduciary Fallout of Household Accumulation

Many clients have accumulated belongings over decades, from everyday items to family heirlooms, which can create significant challenges for their heirs and fiduciaries. What may feel manageable during a client's lifetime can become complex and time-consuming after they pass...

When “Stuff” Becomes a Planning Problem

Comedian George Carlin once joked that a house is just a place to keep your stuff while you go out and get more. “Sometimes you gotta move, gotta get a bigger house,” he said. “Why? No room for your stuff anymore. ”1 Although humorous, Carlin's observ...

Understanding Long-Term Care Insurance: Insights for Advising Your Clients

One way to manage long-term care risk is through a dedicated insurance policy. Long-term care insurance (LTCI) covers care at home or in assisted living, memory care, or nursing facilities—services that standard health insurance and Medicare do not typically pay for...

Strategies to Help Clients Protect Their Assets If Long-Term Care Is Needed

Long-term care needs can introduce significant risk to a client's estate and financial plan. Advisors should take a layered approach, integrating strategies that address private-pay options and potential public benefits while preserving client objectives. Not all long...

Why Long-Term Care Planning Matters to Your Client’s Financial and Estate Plan

An effective plan for the future goes far beyond controlling and directing asset transfers at death. When structured properly, an estate plan also protects against incapacity during life, ensuring that a client's medical and financial affairs can be managed without court in...

Supporting the Caregiver Client: A Financial Advisor’s Guide to Empathetic Estate Planning

America is facing a caregiver crisis. With baby boomers entering retirement in record numbers and most wanting to age in place in their homes, demand for long-term care at home is rapidly rising. Yet the supply of professional caregivers has not kept pace, leaving many families w...

The Financial Blind Spot: Incorporating Disability Planning into Every Conversation

Certain topics can be difficult to broach with clients. Delivering bad news such as “You can't afford to retire yet”; addressing sensitive life events such as death, divorce, or job loss; managing family conflicts; and challenging bad financial habits or unreali...

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