Tag Archives: estate planner

Estate Planning and Problem Children

Posted on September 7, 2011 by Steve Masterson

Here is one approach to planning for children who are struggling with and addictions, financial problems, relationship disasters, etc. Using an Inheritance to Teach Your Problem Child a Lesson

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Couple Sues Estate Planners After Investments Wind Up in Madoff Feeder Fund

Posted on August 10, 2011 by Steve Masterson

So what are the fiduciary issues in this article?  When a professional adviser (e.g., an attorney, CPA, CFP, etc.) directs clients to use a specific investment manager, as well as provide some oversight with regard to the investment manager, does … Continue reading →

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