Estate Planning Lessons We Learned from U.S. Presidents

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Real Estate, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. presidents. Let’s examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably the most...

Advisors: When a Client Wants to Make You Beneficiary…

by | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your...

We know you love your Advisors, but…

by | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning

  Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know his or her family, attend church together, and know him or her to be a...

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

by | Nov 23, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, News, Power of Attorney, Wills & Trusts, Women and Estate Planning

  In the chilling words of George R. R. Martin’s fictional Game of Thrones characters, “Winter is coming.”    Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the...

Advisors: Don’t Let Your Clients Fall Victim to These Common Myths

by | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

  There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!  ...