Newsletter Category: Advisor Focused Newsletter
Working with Co-trustees: How You Can Help
When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a…
Helping Clients with Anticipated Inheritances
When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their loved ones…
Helping Clients Responsibly Leave Wealth to Grandchildren
Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do…
President Biden’s First One Hundred Days for Advisors: Looking Back and Planning Ahead
This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge obstacles related…
Powers of Appointment: A Handy Tool in Your Client’s Toolbox
An often misunderstood but prevalent estate planning tool that often appears in estate planning documents is the power of appointment. Not to…
Trust Protectors: Are They a Good Fit for Your Client?
What Is a Trust Protector?Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called…
Helping Clients Create an Up-to-Date Inventory
If your client has already done estate planning by creating a will or trust, then the client has taken a very important…
Is Your Client’s Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While it is…
Getting Your Clients Ready for 2021
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been…
Clarification to November 2020 Advisor Newsletter
In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming from these…
