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Newsletter Category: Client Focused Newsletter

November 13, 2020

Election Update: 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…

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October 13, 2020

Protecting Your Significant Other’s Future

October is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos,…

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September 8, 2020

Protect Your Family 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…

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August 11, 2020

Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

COVID-19 has deeply impacted the economy in the United States and will likely continue to do so for some time. While most…

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July 14, 2020

Preparing Your Beneficiaries to Receive Their Inheritance

When you hire an estate planning attorney, you are often looking for help with preparing your accounts and property to ultimately pass…

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June 12, 2020

Correction to June 2020 Client Newsletter

In our efforts to quickly provide you with information about new legislation (the CARES Act and its impact on the new SECURE…

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June 9, 2020

Retirement Account Basics for 2020

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few…

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May 12, 2020

Estate Planning as a Powerful Exercise in Optimism

Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At…

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April 14, 2020

Financial Literacy Month: Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed…

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March 11, 2020

Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing…

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