Getting Your Clients Ready for 2022
Getting Your Clients Ready for 2022
Getting Your Clients Ready for 2022 This year is quickly coming to a close. While there is reason to be optimistic that 2022 will bring the promise of returning to some […]
Read More »Saying Goodbye to 2021 and Getting Ready for 2022
Saying Goodbye to 2021 and Getting Ready for 2022
Saying Goodbye to 2021 and Getting Ready for 2022 This year is quickly coming to a close. We saw the benefits of vaccines and treatments for COVID-19 in 2021 […]
Read More »Why You Might Not Want to Name Your Advisor as a Beneficiary
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 closer than some of your family members. You […]
Read More »Why You Might Not Want to Be a Client’s Beneficiary
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, have taken a genuine interest in you and […]
Read More »What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
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 seasons comes a change in driving […]
Read More »How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan
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 comes a change in driving conditions […]
Read More »Common Estate Planning Myths
Common Estate Planning Myths
Common Estate Planning Myths This month’s newsletter is geared toward helping you become aware of and better understand common estate planning myths. Left unaddressed, these myths can create serious trouble […]
Read More »Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths
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 a professional advisor, gain awareness and understanding of […]
Read More »Preparing for the Reduction in the Estate Tax Exemption
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 the Biden administration would like to usher through […]
Read More »Preparing for the Reduction in the Estate Tax Exemption
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 the Biden administration would like to usher through […]
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