Newsletter Category: Advisor Focused Newsletter
Election Update for Advisors: Planning under the Biden Administration
After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news…
Helping Couples Plan for Their Future
October is one of the most popular months for couples to tie the knot in the United States. While wedding planning most…
Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust
Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s…
Low Interest Rate Strategies You Should Be Discussing with Your Clients
COVID-19 has deeply impacted the economy in the United States and will likely continue to do so for some time. While most…
Christmas in July: Gifting During Uncertain Times
Changes in the federal transfer tax laws over the last few decades, as well as the economic volatility brought on by a…
Correction to June 2020 Advisor Newsletter
In our efforts to quickly provide you with information about new legislation (the CARES Act and its impact on the new SECURE…
Time to Review Clients’ Retirement Accounts
The COVID-19 pandemic has led to volatile markets, resulting in retirement accounts with much smaller balances than only a few short months…
Helping Clients Create Positivity with Their Estate Plan
Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At…
Family Offices: Clients Want Their Own Wealth Team
Since 2017, the number of single family offices has grown substantially, with 3100 offices in North America. As the economy has surged,…
Helping Single Parents Protect Who They Love Most
In 2019, there were over eleven million single parents with minor children in the United States.[1] It’s likely that some of those single…
