A few months ago, a client called me on a Saturday. Not during market hours, not about a trade — on a weekend, and he was shaken. He needed to see me first thing Monday.…
A client mentioned it almost in passing. She'd "taken care of the house." To spare her daughter the hassle and expense of probate someday, she had added her to the deed as a joint owner…
A Saturday phone call began the way these things usually do — with a parent trying to protect a child. A longtime client phoned over a recent weekend, frantic, convinced his adult son owed a…