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

Financial Infidelity and How Can You Protect Yourself?

October 14, 2019
Divorce, Published Article, Wealth

It doesn’t matter if you are single and beginning a relationship, if you are in a long-term relationship, or if you are negotiating the breakup of a marriage--people often overlook the warning signals for the ways in which they might be taken advantage of… 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

Strategies For Protecting Threatened Wealth

March 13, 2019
Gray Divorce, Wealth, Women

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune to divorce and the largest increase (55%) is in first time marriages of over 20 years. With transition and the uncertainty… 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

1 in 3 parents will help their kids pay off student loans

July 28, 2018
Finances, Wealth

One third of parents say that they will help their child pay back some or all of their student loans, according to a recent survey by College Ave Student Loans. Student loan debt has skyrocketed to $1.5 trillion in the U.S. Parents should make sure that they're balancing their long-term financial goals with helping their children finance higher education, advisors… Read More

9 Expert Tips For Negotiating an Alimony Settlement

July 22, 2018
Divorce, Finances, Gray Divorce, Wealth, Women

Second only to child custody, alimony is one of the most contentious and difficult-to-navigate processes in any divorce. When two people are splitting up, particularly when that split is acrimonious, the last thing either of them wants to discuss is the prospect of giving money to each other. But, the topic has to be dealt with and the only… Read More

Early Warning Signs: Impact of Aging on Financial Decision Making

July 5, 2018
Divorce, Finances, Investments, Wealth, Women

IT IS INEVITABLE that people will see a decline in their financial skills and decision-making ability as they age. No one is exempt: Everyone experiences normal cognitive aging in their later years, which in turn affects various financial skills. The degree of cognitive decline and its effect on specific financial skills varies by… Read More

Your Brain on Money

July 5, 2018
Finances, Investments, Wealth

Your Money & Your Brain by Jason Zweig looks at neuroeconomics, which is research using brain activity, economics, and behavioral psychology to study how we make decisions. The main focal point is how the brain affects financial decisions but it’s obvious the material goes beyond money matters. It’s equal parts scary and… Read More

Survive your boomerang kids without depleting your retirement savings

May 24, 2018
Finances, Investments, Wealth

Lili Vasileff is quoted in a recent article by Tom Anderson for CNBC's 'Your Money, Your Future' on how to handle adult children moving back home. Lili says, “Create a spending plan and timeline. The plan should include how expenses are shared, what savings will be tapped to pay for additional expenses and how, if possible, those savings will be… Read More

Wealth Protection Management Articles

Wealth

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

Financial Infidelity and How Can You Protect Yourself?

The cost of divorce

Strategies For Protecting Threatened Wealth

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

1 in 3 parents will help their kids pay off student loans

9 Expert Tips For Negotiating an Alimony Settlement

Early Warning Signs: Impact of Aging on Financial Decision Making

Your Brain on Money

Survive your boomerang kids without depleting your retirement savings

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