These cases also serve to remind all of us of the importance of using knowledgeable professionals in the estateplanning and bankruptcy process to avoid the disastrous results that potentially accompany fraudulent transfers.
Estateplanning when an adopted child is involved is often a complicated process involving a number of factors that are not necessary when planning for other children.
Personal Capital's planners can't perform all of the functions of full-service planners, like estateplanning, and the company's plan to combine technology with human service could make the process less personal.