What Is Probate And How Does It Work?
Marc Carlson | August 22, 2013 Probate is the legal process of transferring title of the Decedent’s (the one who passed away) assets from the Decedent to the heirs or beneficiaries. For probate [...]
How to Leave Assets to Adult Children
Marc Carlson | August 21, 2013 When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children [...]
Understanding Medicaid Planning Opportunities – For Your Clients and You
Marc Carlson | August 15, 2013 The last issue of The Wealth Counselor addressed the significant need for clients to plan for the possibility of disability, and how proper disability planning more [...]
Life Settlements: Understanding the Opportunity for Your Clients
Marc Carlson | August 8, 2013 This month’s issue of The Wealth Counselor addresses a topic that many professionals do not understand fully, life settlements. For the right clients, a life [...]
