advisors

Winner/Gagnant!!!!! Six Estate Planning Considerations For Lottery Winners

  You’ve already beaten the odds — now make sure your fortune doesn’t roll the dice without you. Over the years, I’ve had the privilege of helping lottery winners turn sudden wealth into lasting legacies. Here are six key considerations to keep in mind from an estate planning perspective: Assemble a Strong Advisory Team Winning the lottery is thrilling — but it can also be overwhelming and cause immense anxiety…..

Winner/Gagnant!!!!! Six Estate Planning Considerations For Lottery Winners Continue Reading »

Charitable Giving, Estate Planning, Succession Planning, Trusts, Wills

Digital Assets: How Advisors are Changing the World

While I enjoy writing about the legal aspects of digital assets in estate planning and administration, I don’t think that I have spent enough time focusing on the work of the wonderful advisors in this space: technology consultants, lawyers and policy analysts among them. The efforts of these advisors have helped shape the law, internationally, in an area where legal guidance has desperately been needed. As time goes on, I….

Digital Assets: How Advisors are Changing the World Continue Reading »

Estate Administration, Estate Planning, International
Scroll to Top