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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….
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…
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…
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…
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…
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…
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…
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…
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…
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…