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Newsletter Category: Client Focused Newsletters
National Safety Month: A Revocable Living Trust as Your Tool for Safety
For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National…
Two Essential Things to Add to Your Moving Checklist
The month of May means not only the end of the school year and the beginning of summer but also the beginning…
In Honor of Earth Day, Consider Some Eco-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…
Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
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…
Estate Planning Lessons We Learned from US Presidents
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 Prioritize Your Happiness and the Happiness of Your Loved Ones
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 Name Your Advisor as a Beneficiary
Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even…
What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.” Along with this change of…
Estate Planning Awareness Week: Don’t 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 become…
Preparing 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…
Did You Choose More Than One Successor Trustee?
When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) to choose…
Planning to Receive an Inheritance
When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in…
How to Responsibly Leave an Inheritance to Your 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: 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…
The Pros and Cons of Powers of Appointments
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to…
The Trust Protector: Your Guardian Angel
What Is a Trust Protector?Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called…
Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know…
Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for…
Getting 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 Client Newsletter
In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming from these…