Skip to contentYour Estate Plan Ruined My RetirementWealthManagement.comWe would like to first apologize for such a strong title, but unfortunately, we've seen at least a dozen situations in the past year in which changes made to existing variable annuities during the estate-planning process have negatively impacted …
Estate Plan Design: 5 Key Questions for ClientsFinancial-Planning.com (blog)As an attorney and estate planning specialist, I often find that the situation might not be as straightforward as clients initially think. Here are five important factors to consider when helping your clients design an inheritance: 1. How Much is Too …
Why Your College-Age Children Need an Estate PlanWall Street JournalBrad Wiewel, an estate-planning attorney in Austin, Texas, says two of his clients were unable to secure even basic information about the medical conditions of their college-aged sons following car accidents that left both boys unconscious and in the … and more »