Newsletters

Client Focused Newsletter
Why You Might Not Want to Name Your Advisor as a Beneficiary Image
12.14.2021

Why You Might Not Want to Name Your Advisor as a Beneficiary

Imagine the following scenario: For years, you have worked w...

Advisor Focused Newsletter
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...

Client Focused Newsletter
What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning Image
11.09.2021

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...

Advisor Focused Newsletter
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...

Client Focused Newsletter
Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths Image
10.12.2021

Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths

Next week is Estate Planning Awareness Week (October 18–24...

Advisor Focused Newsletter
Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths Image
10.12.2021

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...