Newsletter Category: Advisor Focused Newsletter
How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations
The 2017 Tax Cuts and Jobs Act doubled the federal gift and estate tax exclusion amount, which had previously been $5 million…
Planning for Millennials
Millennials (born 1981 to 1996) are well known for their distinctiveness as a group. They have followed paths and set goals that…
Helping Those Who Help Others
According to a 2015 study conducted by the National Alliance for Caregiving and AARP, approximately 43.5 million caregivers provided unpaid care to an adult…
How to Help Your Client When a Loved One Dies
As your client’s trusted advisor, you may be the first person the family turns to when a family member or loved one…
Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution…
Modern Uses for Life Insurance Trusts
Since the enactment of the Tax Cut and Jobs Act of 2017, the utility of the irrevocable life insurance trust (ILIT) has…
Income Tax Strategies to Move Your Clients Forward
The 2019 estate tax exemption is $11.4 million per person, up from $11.2 million per person in 2018. According to the Tax Policy…
Niche Trusts: A Chance to Collaborate
If there’s one thing we can all agree on, it is that each client is unique. Likewise, our approach to counseling these clients…
The Revocable Living Trust: Helping Clients, Growing Your Practice
Prevention Is the Greatest Cure Your clients trust you with their financial future and the legacy they want to leave behind. They…
Portability and Married Couples: A Viable Option
For maximum benefit, estate planning should happen as a team effort, with CPAs, insurance professionals, financial advisors, and attorneys working together strategically…
