Newsletters
Newsletter 2
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the
Has Your Client Chosen a Superhero to Come to Their Rescue?
Managing the Client’s Affairs Although Batman, Captain Marvel, or Black Panther may be your favorite superhero, your clients must choose their own real-life superhero to come to their rescue when they can no longer manage
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 Safety Month is to raise public awareness of the top safety and health
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 Safety Month is to raise public awareness of the top safety and health
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 of the busiest moving season of the year. That’s why May is 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 of the busiest moving season of the year. That’s why May is National
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 forecast is sunny—just in case. When planning for the future, it is also
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 forecast is sunny—just in case. When helping clients plan for the future, it
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 discussion that involves politics, a discussion about US presidents risks generating a variety
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 know her family, attend church
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 your family, and have told
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 conditions in much of North