Newsletter Category: Advisor Focused Newsletter
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…