Archives: Newsletters
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…