If there’s one thing we can all agree on, it is that each client is unique.
Likewise, our approach to counseling these clients should be tailored to each one’s specific needs.
Let’s work together to develop special plans that fit each client’s special circumstances.
One key tool to Continue reading
Archives: Newsletters
Your Vacation Checklist
You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date?
Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more Continue reading
The Revocable Living Trust: Helping Clients, Growing Your Practice
Prevention Is the Greatest Cure
Your clients trust you with their financial future and the legacy they want to leave behind. They rely on you to anticipate challenges, foresee trouble, and take preventative measures. When it comes to a client’s financial wellbeing, it is up to the Continue reading
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution to your community. It could also be a tribute to the arts. Whatever it is, you don’t have to wait until you pass on to actualize your legacy. Now is the Continue reading
Portability and Married Couples: A Viable Option
For maximum benefit, estate planning should happen as a team effort, with CPAs, insurance professionals, financial advisors, and attorneys working together strategically and cooperatively. When it comes to helping married couples plan, today’s strategies need to be considerably more Continue reading
How to Coordinate Your Retirement and Estate Plans
We often think of retirement accounts as monolithic resources. It is easy to see why – we spend our working years socking away money for our future. Unfortunately, though, the rising cost of healthcare can quickly deplete even the largest of retirement funds. Because retirement accounts Continue reading
Coordinate Retirement and Estate Planning For Improved Client Relationships
Retirement accounts are designed to help make the transition between working and retiring easier. They provide a steady stream of income for retirees who are suddenly without take-home pay for the first time in their lives. These accounts require extra planning and consideration since, Continue reading
Your Personal Property Memorandum: 4 Tips for Success
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members. But, what if you’d prefer a Continue reading
Want to Connect with Your Clients? Make It Simple
Estate planning is a complex, nuanced process. Properly done, it requires a specialized team of experts in investment, tax, and legal strategy. At its center, however, is the client and their particular needs, hopes, and goals. It’s vital that over the course of working together, Continue reading
Five Key Considerations for Your Estate Plan
Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise way to ensure Continue reading
Don’t Allow New Accounts to Catch Clients Unaware
As a financial advisor, what could be more important than the financial health of your clients? As you know, a comprehensive trust-centered estate plan allows your clients to provide for loved ones, affording them immense peace of mind. But, estate planning is not a one-time event Continue reading
Planning for Individuals and Couples Without Children
How to Tailor the Conversation to Their Goals
Financial advisors often have a clear path to starting the estate planning discussion when their clients have children, as many estate planning discussions center around clients’ objectives for passing their wealth, properties, and legacy Continue reading
5 Hidden Client Risks That Demand Your Immediate Attention
How to Steer Your Clients in the Right Direction
Estate planning provides your clients with a wealth of opportunities to strategically grow their net worth while also planning for their families’ future comfort and security. Opportunity brings risk, but also the potential reward of Continue reading
3 Estate Planning Secrets the Wealthy Use That You Can Too!
Strategies to Enhance Your Success
Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent Continue reading
Estate Planning Projects to Tackle in the New Year
As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your health. So much can Continue reading
2018 Midterm Elections: What Do They Mean For Your Estate Plan?
Strategic Planning Guidance in Light of the Midterm Results
Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong Continue reading
What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement
Estate planning is an ongoing process, not a one-time transaction. While your core objective is to help your clients remain financially sound in the face of whatever comes their way, our core objective is to ensure a client’s estate plan works when it needs to.
Planning in a Fluctuating Continue reading
Three Charitable Giving Solutions to Consider for Year End
Strategies Your Clients Can Use Right Now
It may seem too early to talk about year-end planning. But the 2017 Tax Cuts and Jobs Act set many changes in motion for charitable giving. Whether a clients’ charitable giving stems from a concern for those who are less fortunate, the desire Continue reading
Three Legal Strategies When Facing a Major Health Event
What You and Your Family Need to Know
Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning.
Although you may have many Continue reading
What Do the New 199A Regulations Mean for You?
New Choices and Opportunities for Tax Savings
Are you a business owner curious about the new Section 199A deduction?
Although the deduction became effective on January 1, 2018, guidance on how it would be calculated was delegated to the Internal Revenue Service (IRS) by Congress. Continue reading
Preparing Your Clients for the Rising Costs of Education
5 Strategies to Help Pay for a Child’s Academic Future
Higher education costs are just that – higher. The steady increase in educational expenses means your clients have much steeper bills for their children’s college tuitions than they had for their own. To illustrate how stark this Continue reading
Back-To-School Preparation: Not Just About the School Supplies
Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most
With all the considerations about your children’s wellbeing weighing on your mind from day to day, it can be easy to forget about some of the most important factors in keeping them well cared for Continue reading
Taking Full Advantage of the 2017 Tax Cuts and Jobs Act
Key Points to Discuss With Your Clients
Like all things, tax laws are constantly changing. An important part of serving your clients is responding quickly and strategically to new developments in the tax law landscape. But at the same time, a knee-jerk reaction is rarely the best Continue reading
Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?
Important Estate Planning Tips You Should Act on Now
Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the tax law landscape. While you shouldn’t wait to review your estate plan in light of the passing Continue reading
Which Asset Protection Strategies Are Right for Your Clients?
How You Can Keep Claims From Threatening Their Property
Most of us do not expect to be sued. However, lawsuits are filed every day the courthouses are open. If your clients’ estate plans don’t include adequate asset protection, they could end up losing a substantial amount of their Continue reading