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!  ...

Don’t Let These Common Myths Scare You

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 your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!   Myth #1:...