Estate Planning Blog

Good news, bad news. The good news is that Americans are living longer than ever. The bad news is that we eventually wear out physically, mentally or both. It is a classic Catch-22. Are you a seasoned citizen (i.e., over age 65), do you care about someone who is, or …

Proper estate planning is not just for the rich and famous. Every adult American has an estate worth planning, regardless of their net worth. Quick.  When you hear the words estate planning, what mental images do you see?  Do you see beautiful, tanned people with incredible wealth, living in enormous …

If you are a blended family member, then you are in good company. Blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current divorce statistics and trends. If you are a blended family member, then you are in good company. Blended families now …

Being a business owner today is both rewarding and challenging, especially if your business is a family business. For business owners facing the unique challenge of transferring ownership of the family business upon retirement, disability or death, a properly funded Buy-Sell Agreement may be the key to survival. Are you …

Published by LYNNE BUTLER, Globe and Mail Update People in their 60s and 70s shift the focus of their estate planning away from accumulation of wealth for the first time. They now focus on strategic use and preservation of assets. Until this point, most planning has been for the future. In …

Did you lose money after your broker encouraged you to invest in real estate investment products to generate income or to diversify your portfolio? It is well known that real estate values have dwindled in America over the past few years.  Regardless, many banks and brokerage firms have continued to …

Have you Suffered Losses in Fannie Mae or Freddie Mac Preferred Stocks? You are not alone, and many investors in Fannie Mae and Freddie Mac preferred stocks are filing claims against their brokers and brokerage firms as a result of the sales practices related to these products. For years, investment …

Have You Suffered Losses in Morgan Keegan Bond Funds? Have you purchased Morgan Keegan Bond Funds, particularly the Regions Morgan Keegan High Income Fund; Regions Morgan Keegan Multi-Sector High Income Fund; Regions Morgan Keegan Select High Income Fund; Regions Morgan Keegan Strategic Income Fund; Regions Morgan Keegan Advantage Income Fund; …

It is our experience that the majority of the victims of securities fraud simply do not take action for a number of reasons.  Such inaction is often the result of uncertainty as to what constitutes securities fraud or uncertainty as to what things brokers can, cannot, or are required to …

If you have purchased a variable annuity, or any annuity for that matter, it is likely that you do not fully understand how it works, what it does and does not offer you, or why you even purchased it in the first place. It is also very likely that your …