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 residence, as can preparing for a disaster […]

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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 displaced, incapacitated, or unreachable, a plan that cannot […]

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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 local risks, making a family emergency plan, building an emergency supply kit, and getting involved in community preparedness efforts. […]

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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 chat with a customer […]

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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 limits of domestic planning and understand that plans written around US laws may not […]

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