Newsletters
The Trust Protector: Your Guardian Angel
What Is a Trust Protector?Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called…
Trust Protectors: Are They a Good Fit for Your Client?
What Is a Trust Protector?Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called…
Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know…
Helping Clients Create an Up-to-Date Inventory
If your client has already done estate planning by creating a will or trust, then the client has taken a very important…
Is Your Client’s Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While it is…
Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for…
Getting Your Clients Ready for 2021
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been…
Getting Ready for 2021
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been…
Election Update for Advisors: Planning under the Biden Administration
After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news…
Clarification to November 2020 Advisor Newsletter
In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming from these…