Wealth Protection Management

Here’s how to avoid accidentally disinheriting your kids after you remarry

October 18, 2019
Divorce, Quoted In The Media, Wealth

The rate of remarriage has dropped over time for all age groups except the 55-and-older crowd: 57% in 2013 vs. 42% in 1960. For those who remarry and want to make sure certain assets get passed on to kids from a previous marriage, the solution is estate… Read More

The cost of divorce

September 14, 2019
Divorce, Quoted In The Media, Wealth

Divorce is expensive, often ruinously so. You don’t need an expert to tell you that. However, an expert can help couples going through it to soften the… Read More

Hungerford — Divorce Rates: Lower overall, but much higher for older couples

September 12, 2019
Divorce, Finances, Quoted In The Media

Sept. 7, 2019 Unbelievable! Divorce rates are down 40% from 1992 when there were 4.8 divorces for every 1,000 Americans. By 2017, that rate was only 2.9. However, divorce rates for older Americans have… Read More

Divorce: How to stay financially secure when you’re splitting up

August 9, 2019
Divorce, Finances, Gray Divorce, Published Article, Quoted In The Media

Getting divorced is an emotional roller-coaster. It also can be a real threat to your personal finances. If you don’t approach your settlement with a clear head and an accurate accounting of your finances, you may find that you can’t afford your new life alone or, just as bad, you could jeopardize the retirement you’re envisioning for yourself in the… Read More

Don’t let money woes silence you after a divorce. Take these steps to get a plan in place

April 5, 2019
Divorce, Quoted In The Media

If you're divorced, you don't need to be told that your financial life has changed. However, one key indicator — how willing you are to talk to family about money — shows just how much your finances and relationships can be upended. Results from the CNBC Invest in You and Acorns Savings Survey show that 56 percent of divorced Americans said… Read More

More older women are returning to work, rebuilding savings and a professional identity

March 25, 2019
Published Article, Quoted In The Media

Strategies For Protecting Threatened Wealth

March 12, 2019
Press Release, Published Article, Quoted In The Media

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

January 17, 2019
Interview, Published Article, Quoted In The Media

While it's common for one partner to handle most money decisions in a marriage, it's important for planners to make sure to listen to both. It's not uncommon for couples to split up their household duties, with the more money-savvy partner handling the finances. But financial planners say cases where one spouse completely dominates discussions about money and investments while… Read More

Remarried after having kids? Here are tips to avoid accidentally disinheriting them

January 17, 2019
Finances, Quoted In The Media, Wealth

If you've tied the knot again and hope to pass on assets to your kids from a previous marriage, don't overlook the importance of planning for when you pass away. Many people lack even a basic will and the stakes can be higher if you do no estate planning when you remarry. As a result, your children could unintentionally be… Read More

Half of widows see their income drop by 50%. Don’t be one of them

December 20, 2018
Interview, Quoted In The Media

Wealth Protection Management Articles

Quoted In The Media

Here’s how to avoid accidentally disinheriting your kids after you remarry

The cost of divorce

Hungerford — Divorce Rates: Lower overall, but much higher for older couples

Divorce: How to stay financially secure when you’re splitting up

Don’t let money woes silence you after a divorce. Take these steps to get a plan in place

More older women are returning to work, rebuilding savings and a professional identity

Strategies For Protecting Threatened Wealth

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

Remarried after having kids? Here are tips to avoid accidentally disinheriting them

Half of widows see their income drop by 50%. Don’t be one of them

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