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Fiduciary vs. Suitability

Suitability vs. Fiduciary


As an attorney, I’m often interacting with other professionals in my clients’ lives. In reflecting on these interactions, I sometimes wonder if my clients’ financial professional is doing what is in their best interest.

In looking in to it, I discovered that the rule governing financial professionals for quite some time has been to recommend investments …

What happens to credit cards after death?

How should I deal with the Credit Cards of the Deceased?


Avoid probate at all costs. A lot of us have heard it. As an attorney, I’ve certainly said it. When the first spouse passes, assets held jointly become those of the living spouse and avoid probate. Although this is a nice outcome for most, can the same be said for debt?

The short answer is, it …