Newsletter Category: Client Focused Newsletter
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…