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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…

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…

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…

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…

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…

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…

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…

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 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,…

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…

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 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…

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 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…

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…

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