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Two Ways to Help Your Client Have a Stronger Estate Plan

The benefits of including loved ones in the planning process have been discussed in a previous post. Here we will continue that conversation and discuss the benefits of clients introducing their children to their advisors, as well as clients introducing their various...

Do Not Rely On Luck When it Comes To Your Estate Plan

All too often people neglect to plan their estates properly, and instead rely on their loved ones to “know” what to do after death. People hope for the best, and believe what they want to happen will happen. However, most will pass away without the certainty of...

Love and Marriage

Love and Marriage February is the month most known for celebrating Love. Valentine’s Day is our opportunity to give gifts to show our love and appreciation for others. Gifts such as chocolates and roses tend to be most common, but there are much more lasting gifts. If...

Happy Not-so-New Year!

Happy Not-so-New Year! For many of us in the estate planning world, we look at the first of January as the deadline for making the highest and best use of the tax laws before they revert to some draconian scheme to scrape the life savings out of the hands of the small...