By: Daniel A. Perry If you are an unmarried couple, your estate planning concerns are much different than a married couple.The most obvious concern is that if you are an unmarried couple and you pass away without any estate planning (no will, no nothing), then your property will pass according to the intestate succession laws. In […]
Estate Planning for Unmarried Couples – Your Estate Planning is Extremely Important! By: Daniel A. Perry If you are an unmarried couple, your estate planning concerns are much different than a married couple. The most obvious concern is that if you are an unmarried couple and you pass away without any estate planning (no will, […]
By: Daniel A. PerryThere are several requirements that an adviser must cover to stay in regulatory compliance. This includes business continuity plans, how fees are based on the valuation of your client’s assets, and how assets of clients are valued. It also includes the advisers trading practices, the policies and procedures that the adviser uses […]
By: Daniel A. PerryThis is a rather complicated question. If left unanswered, advisers may end up being held liable and subjected to fines before the various state and federal regulatory agencies. In addition, this also appears to be the area where advisers have the most difficulty in adhering to the various compliance standard.What are the […]