Assisting Your Clients: National Centenarians Day – Planning for a Longer Life (and Legacy)

Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with the length of retirement and the number of life changes that come with it. Life expectancy gains in the US...

Assisting Your Clients: Do Not Let Your Clients Leave Their Loved Ones with a Sticky Mess

Ice cream is a delicate balance of fat globules, ice crystals, air bubbles, and sugar suspended in a watery base. Once the temperature climbs above freezing, the ice crystals start to melt. Air bubbles expand. Fat molecules soften. Without its frozen framework, your...

Estate Planning Awareness – The Lesson Plan for Your Estate

In honor of Estate Planning Awareness Week, we are taking this opportunity to make sure you have the foundational estate planning documents to ensure your own successful future. Below are some basic questions and answers about estate planning and how estate planning,...