Category Archives: Integrated Estate Planning

Wealth Preservation and Retirement Accounts

When I tell people that I am a wealth preservation attorney, they often respond by saying that they do not have enough money to need such services. Then I ask them whether they have a 401(k) account, an IRA or … Continue reading

Posted in Best Interests, Closet Index Funds, Consumer Protection, Estate Planning, Integrated Estate Planning, Investment Portfolios, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , ,

Promoting “Financial Wellness” and “Retirement Readiness”

Two of the hot buzzwords today in the financial media are “financial wellness” and “retirement readiness.” While many people consider financial and investing matters confusing and intimidating, the truth is that people can simplify most matters and still be successful. … Continue reading

Posted in Absolute Returns, Asset Protection, Integrated Estate Planning, Investment Advice, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , ,

Non-spousal Inherited IRA Traps

When people ask me what I do for living, I tell them that I am a wealth preservation counsel. Then they usually say, “oh, you are an estate planner.” No, a wealth preservation counsel. Wealth preservation is more than just … Continue reading

Posted in Asset Protection, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Portfolios, IRA, portfolio planning, Retirement Distribution Planning, Retirement Plan Participants, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , ,

Faux Wealth Management: The Need for Integrated Estate Planning

A fellow estate planning colleague of mine called the other day and asked me to review a client’s investment portfolio for legal issues. I had previously reviewed my colleague’s portfolio and had pointed out some issues that were not consistent … Continue reading

Posted in Estate Planning, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Planning, Wealth Management | Tagged , , , , , , , , , , , , , , , , ,