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Why You Might Not Want to Be a Client’s Beneficiary Image
12.14.2021

Why You Might Not Want to Be a Client’s Beneficiary

Imagine the following scenario: As a professional advisor, y...

How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan Image
11.09.2021

How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan

In the chilling words of several George R. R. Martin’s Gam...

Preparing Your Clients for the Reduction in the Estate Tax Exemption Image
09.14.2021

Preparing Your Clients for the Reduction in the Estate Tax Exemption

In late May of this year, the U.S. Treasury released a publi...

Working with Co-trustees: How You Can Help Image
08.10.2021

Working with Co-trustees: How You Can Help

When clients select a successor trustee for their trust, the...

Helping Clients with Anticipated Inheritances Image
07.13.2021

Helping Clients with Anticipated Inheritances

When we think of estate planning, we often think about prepa...