Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

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...

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...

Prev 1 2 3 ... 5 6 Next