Newsletters

Client Focused Newsletter

National Safety Month: A Revocable Living Trust as Your Tool for Safety

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

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

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

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

Preparing for the Reduction in the Estate Tax Exemption

Did You Choose More Than One Successor Trustee?

Planning to Receive an Inheritance

How to Responsibly Leave an Inheritance to Your Grandchildren

President Biden's First One Hundred Days: Looking Back and Planning Ahead

The Pros and Cons of Powers of Appointments

The Trust Protector: Your Guardian Angel

Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

Is Your Estate Plan Incapacity Proof?

Getting Ready for 2021

Clarification to November 2020 Newsletter

Election Update: Planning under the Biden Administration

Protecting Your Significant Other's Future

Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

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

Preparing Your Beneficiaries to Receive Their Inheritance

Correction to June 2020 Newsletter

Retirement Account Basics for 2020

Estate Planning as a Powerful Exercise in Optimism

Financial Literacy Month: Are All of Your Financial Ducks in a Row?

Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future

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

Millennials, You Need an Estate Plan Too

Caregivers, You’re Not Planning Just for Yourself

Steps to Take When a Loved One Dies

Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

Important Considerations for Beneficiary Designations of Life Insurance Policies

When Is It Critical to Review Your Estate Plan, and Why?

Niche Trusts: As Unique as You Are

Your Vacation Checklist

Want a Greater Sense of Purpose? Plan Your Legacy

How to Coordinate Your Retirement and Estate Plans

Your Personal Property Memorandum: 4 Tips for Success

Five Key Considerations for Your Estate Plan

3 Estate Planning Secrets the Wealthy Use That You Can Too!

Estate Planning Projects to Tackle in the New Year

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

Three Legal Strategies When Facing a Major Health Event

What Do the New 199A Regulations Mean for You?

Back-To-School Preparation: Not Just About the School Supplies

Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

Keeping the Peace After You Are Gone

Planning for the Financial Future of a Troubled Adult Child

Does Your Family Know About Your Estate Plan?

Planning Your Summer Vacation? 5 Things to Consider Now

Will My Debt Outlive Me? Your Questions About Debt After Death Answered

How Tax Reform Will Impact You and Your Estate Planning

Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

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

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

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

What if you don't die?

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

Modernizing an Outdated Estate Plan

Trump's First 100 Days: Looking Back and Planning Ahead

Are You Familiar With Community Property Trusts?

Estate Plans for College Students and Other Young Adults

Why "I Love You" Wills Really Don't Say "I Love You"

The Flexible Protection of Trust-Based Planning

9 Financial Resolutions For A Happy New Year!

Planning After the Election: What to Expect Under President-Elect Trump

Talk to Your Family over the Holidays about Your Estate Plan

Act Now, Save Later

Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

Expand Your Cast to Prevent Chaos

Reconsider Outright Inheritances

Beyond Wills and Trusts: 3 Documents Everyone Needs

The Only Constant in Life is Change

Dispelling a Malicious Myth: Irrevocable Trusts Aren't Irrevocable

Wills vs. Trusts: In Plain English

How to Protect Your Retirement Account

How to Avoid Sending Your Assets and Loved Ones Into Probate Court

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

Don't Miss Out on These Year-End Tax Planning Strategies

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

What's Hot in Estate Planning Right Now May Surprise You

How Will the 2015 Supreme Court Decisions Affect You?

The Shocking Truth About Asset Protection Planning

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

Three Liability Planning Tips for Physicians You Can Use Too

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

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

5 Ways to Modernize Your Estate Planning Using Flexible Trusts

How to Avoid a Disastrous Will or Trust Contest

How to Create a Successful, Multigenerational Wealth Transfer Plan

Trust-Focused Strategies for Reducing Income You or Your Trustee Can Use Now

Seven Trust-Based Asset Protection Strategies for You and Your Family

Yes, Your Family Needs Asset Protection Planning

How to Protect Inherited IRAs After the Clark v. Rameker Decision

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

The Most Important Parts of Estate Planning Can't Get Legislated Away

Three Top Reasons to Update Your Estate Plan in 2014

Planning with Execution

Life Expectancy and Health Care Planning

Why Estate Planning Is Still Important

What the New Tax Law Means to You

The Top Ten Reasons You Need to Do Estate Planning in 2012

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

Planning for the New "Zero Percent" Tax Bracket & The Need for Life Insurance

Estate Planning - A Process, Not an Event

An Introduction to Asset Protection Planning

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