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Newsletter Category: Advisor Focused Newsletters
Helping Clients Protect Themselves and Their Loved Ones This National Safety Month
For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National…
Three Things You Can Do to Help Clients with National Moving Month
The month of May means not only the end of the school year and the beginning of summer but also the beginning…
Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options
When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or…
What Will Happen If Your Clients’ Loved Ones Become Disabled?
We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather…
Presidential Estate Planning Lessons You Can Use to Advise Your Clients
February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any…
Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness…
Why You Might Not Want to Be a Client’s Beneficiary
Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients,…
How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan
In the chilling words of several George R. R. Martin’s Game of Thrones characters, “Winter is coming.” Along with this change of seasons…
Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths
Next week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s newsletter is geared toward helping you, as…
Preparing Your Clients for the Reduction in the Estate Tax Exemption
In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code changes that…
Working with Co-trustees: How You Can Help
When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a…
Helping Clients with Anticipated Inheritances
When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their loved ones…
Helping Clients Responsibly Leave Wealth to Grandchildren
Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do…
President Biden’s First One Hundred Days for Advisors: Looking Back and Planning Ahead
This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge obstacles related…
Powers of Appointment: A Handy Tool in Your Client’s Toolbox
An often misunderstood but prevalent estate planning tool that often appears in estate planning documents is the power of appointment. Not to…
Trust Protectors: Are They a Good Fit for Your Client?
What Is a Trust Protector?Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called…
Helping Clients Create an Up-to-Date Inventory
If your client has already done estate planning by creating a will or trust, then the client has taken a very important…
Is Your Client’s Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While it is…
Getting Your Clients Ready for 2021
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been…
Clarification to November 2020 Advisor Newsletter
In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming from these…