News & Analysis as of

Living Will Asset Management

Ward and Smith, P.A.

Why Wait? – Estate Planning for Young Families

Ward and Smith, P.A. on

Especially in the beginning stages of building a family, legal documentation is not often top of mind. However, for young families, establishing a comprehensive estate plan is an important and proactive step toward...more

Lippes Mathias LLP

Three Essential Estate Planning Documents Everyone Needs

Lippes Mathias LLP on

A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more

Rivkin Radler LLP

The Importance of Estate Planning

Rivkin Radler LLP on

When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Creating a comprehensive estate plan, including effective advanced directives, can elude...more

Foodman CPAs & Advisors

This is the Time to Update Important Documents

By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking  individuals to think about their...more

Broker-Dealer Compliance + Regulation

SEC to Require Living Wills and Stress-Testing for Investment Advisers

In a speech on December 11, 2014, SEC Chair Mary Jo White announced three broad “proactive initiatives” to address the risks of “increasingly complex portfolio composition and operations” in the asset management industry. ...more

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