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Parents

The Wealth Technology Group By: Gary F. Thomas, JD, LLM, CLU, ChFC, AIF, CDFA Earlier this year I received a call from “Jen”, a concerned client. She had just learned from her older brother that her widowed, elderly mother, who lives in Rhode Island, had fallen a couple of days before and had been admitted to the hospital with broken

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Asset Protection

The Wealth Technology Group By: Gary F. Thomas, JD, LLM, CLU, ChFC, AIF, CDFA A couple of weeks ago I spoke with a potential client on the phone who had recently purchased some trusts through an online service, and had questions about them. To create the trusts he spoke with an individual on the phone and filled out a short

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Social Security: When Your Ex-spouse May Be Your Best Friend

The Wealth Technology Group By: Gary F. Thomas, JD, LLM, CLU, ChFC, AIF, CDFA   Earlier this year, I was conducting a workshop for a small group of clients and their friends. Most had not retired yet, and the discussion turned to Social Security. After the workshop, a guest of one of my clients approached me somewhat timidly. For example’s

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