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NewslettersTom2021-11-08T16:38:15+00:00

Client Focused Newsletter

Two Essential Things to Add to Your Moving Checklist

05/10/2022
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In Honor of Earth Day, Consider Some Eco-Friendly Burial Options

04/12/2022
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Using a Standby Supplemental Needs Trust to Protect Your Loved Ones

03/08/2022
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Estate Planning Lessons We Learned from US Presidents

02/08/2022
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Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

01/11/2022
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Why You Might Not Want to Name Your Advisor as a Beneficiary

12/14/2021
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What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

11/09/2021
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Estate Planning Awareness Week: Don't Fall Victim to These Common Myths

10/12/2021
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Preparing for the Reduction in the Estate Tax Exemption

09/14/2021
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Did You Choose More Than One Successor Trustee?

08/10/2021
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Planning to Receive an Inheritance

07/13/2021
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How to Responsibly Leave an Inheritance to Your Grandchildren

06/08/2021
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President Biden's First One Hundred Days: Looking Back and Planning Ahead

05/11/2021
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The Pros and Cons of Powers of Appointments

04/13/2021
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The Trust Protector: Your Guardian Angel

03/09/2021
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Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

02/09/2021
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Is Your Estate Plan Incapacity Proof?

01/12/2021
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Getting Ready for 2021

12/09/2020
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Clarification to November 2020 Newsletter

11/13/2020
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Election Update: Planning under the Biden Administration

11/13/2020
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Protecting Your Significant Other's Future

10/13/2020
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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

09/08/2020
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Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

08/11/2020
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Preparing Your Beneficiaries to Receive Their Inheritance

07/14/2020
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Correction to June 2020 Newsletter

06/12/2020
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Retirement Account Basics for 2020

06/09/2020
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Estate Planning as a Powerful Exercise in Optimism

05/12/2020
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Financial Literacy Month: Are All of Your Financial Ducks in a Row?

04/14/2020
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Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future

03/11/2020
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No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift

02/11/2020
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Millennials, You Need an Estate Plan Too

01/14/2020
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Caregivers, You’re Not Planning Just for Yourself

12/10/2019
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Steps to Take When a Loved One Dies

11/12/2019
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Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

10/08/2019
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Important Considerations for Beneficiary Designations of Life Insurance Policies

09/10/2019
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When Is It Critical to Review Your Estate Plan, and Why?

08/13/2019
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Niche Trusts: As Unique as You Are

07/09/2019
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Your Vacation Checklist

06/11/2019
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Want a Greater Sense of Purpose? Plan Your Legacy

05/14/2019
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How to Coordinate Your Retirement and Estate Plans

04/09/2019
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Your Personal Property Memorandum: 4 Tips for Success

03/12/2019
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Five Key Considerations for Your Estate Plan

02/12/2019
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3 Estate Planning Secrets the Wealthy Use That You Can Too!

01/08/2019
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Estate Planning Projects to Tackle in the New Year

12/11/2018
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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

11/13/2018
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Three Legal Strategies When Facing a Major Health Event

10/09/2018
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What Do the New 199A Regulations Mean for You?

09/11/2018
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Back-To-School Preparation: Not Just About the School Supplies

08/14/2018
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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

07/10/2018
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Keeping the Peace After You Are Gone

06/12/2018
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Planning for the Financial Future of a Troubled Adult Child

05/08/2018
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Does Your Family Know About Your Estate Plan?

04/10/2018
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Planning Your Summer Vacation? 5 Things to Consider Now

03/13/2018
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Will My Debt Outlive Me? Your Questions About Debt After Death Answered

02/13/2018
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How Tax Reform Will Impact You and Your Estate Planning

01/09/2018
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Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

12/12/2017
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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

11/14/2017
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End the Year on a High Note with Up-To-Date Trust-Based Estate Planning

10/10/2017
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Don't Put Off Till Tomorrow What You Can Do Today: Why It's Time to Talk with Your Family and Your Estate Planning Attorney

09/12/2017
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What if you don't die?

08/08/2017
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Have You Considered a Dynasty Trust for Your Family's Estate?

07/11/2017
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Modernizing an Outdated Estate Plan

06/13/2017
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Trump's First 100 Days: Looking Back and Planning Ahead

05/09/2017
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Are You Familiar With Community Property Trusts?

04/11/2017
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Estate Plans for College Students and Other Young Adults

03/14/2017
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Why "I Love You" Wills Really Don't Say "I Love You"

02/14/2017
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The Flexible Protection of Trust-Based Planning

01/10/2017
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9 Financial Resolutions For A Happy New Year!

12/20/2016
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Planning After the Election: What to Expect Under President-Elect Trump

11/30/2016
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Talk to Your Family over the Holidays about Your Estate Plan

10/31/2016
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Act Now, Save Later

09/30/2016
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Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

08/31/2016
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Expand Your Cast to Prevent Chaos

07/29/2016
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Reconsider Outright Inheritances

06/30/2016
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Beyond Wills and Trusts: 3 Documents Everyone Needs

05/31/2016
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The Only Constant in Life is Change

04/29/2016
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Dispelling a Malicious Myth: Irrevocable Trusts Aren't Irrevocable

03/31/2016
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Wills vs. Trusts: In Plain English

02/29/2016
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How to Protect Your Retirement Account

01/29/2016
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How to Avoid Sending Your Assets and Loved Ones Into Probate Court

12/30/2015
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Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

11/30/2015
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Don't Miss Out on These Year-End Tax Planning Strategies

10/30/2015
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The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

09/30/2015
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What's Hot in Estate Planning Right Now May Surprise You

08/31/2015
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How Will the 2015 Supreme Court Decisions Affect You?

07/31/2015
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The Shocking Truth About Asset Protection Planning

06/15/2015
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Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

05/15/2015
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Three Liability Planning Tips for Physicians You Can Use Too

04/15/2015
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How to Easily Integrate Asset Protection Trusts into Your Estate Plan

03/16/2015
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It's Not Just Death and Taxes: You Need an Incapacity Plan That Works When It's Needed

02/16/2015
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5 Ways to Modernize Your Estate Planning Using Flexible Trusts

01/16/2015
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How to Avoid a Disastrous Will or Trust Contest

12/15/2014
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How to Create a Successful, Multigenerational Wealth Transfer Plan

11/17/2014
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Trust-Focused Strategies for Reducing Income You or Your Trustee Can Use Now

10/15/2014
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Seven Trust-Based Asset Protection Strategies for You and Your Family

09/16/2014
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Yes, Your Family Needs Asset Protection Planning

08/18/2014
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How to Protect Inherited IRAs After the Clark v. Rameker Decision

07/16/2014
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Warning: What You Don't Know About Income Tax Basis Could Hit Your Bottom Line

06/17/2014
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The Most Important Parts of Estate Planning Can't Get Legislated Away

04/15/2014
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Three Top Reasons to Update Your Estate Plan in 2014

01/21/2014
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Planning with Execution

10/16/2013
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Life Expectancy and Health Care Planning

07/16/2013
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Why Estate Planning Is Still Important

04/15/2013
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What the New Tax Law Means to You

01/15/2013
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The Top Ten Reasons You Need to Do Estate Planning in 2012

10/15/2012
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The Door Is Closing - Unique Gift and Estate Planning Opportunities in 2012

07/16/2012
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Planning for the New "Zero Percent" Tax Bracket & The Need for Life Insurance

04/30/2012
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Estate Planning - A Process, Not an Event

04/13/2012
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An Introduction to Asset Protection Planning

01/13/2012
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The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony...What Could They Possibly Have in Common?

10/06/2011
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Planning You Should Consider Now

01/15/2009
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New FDIC Rules: Are You Protected?

10/15/2008
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"Portability" of the Federal Estate Tax Exemption - What does it Mean?

07/15/2008
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Planning for the New "Zero Percent" Tax Bracket & The Need for Life Insurance

04/15/2008
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Planning for Pets

01/15/2008
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Understanding the Significance of Trusts

11/15/2007
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Planning for Disability

07/15/2007
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New Law Creates Exciting Planning Opportunities

04/15/2007
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Archive

Advisor Focused Newsletter

  • Three Things You Can Do to Help Clients with National Moving Month
  • Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options
  • What Will Happen If Your Clients' Loved Ones Become Disabled?
  • Presidential Estate Planning Lessons You Can Use to Advise Your Clients
  • Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
  • View All

Client Focused Newsletter

  • Two Essential Things to Add to Your Moving Checklist
  • In Honor of Earth Day, Consider Some Eco-Friendly Burial Options
  • Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
  • Estate Planning Lessons We Learned from US Presidents
  • Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
  • View All
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