What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.”  Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the morning and evening commutes, and a variety of other hazards. Unfortunately, with an […]

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How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan

In the chilling words of several George R. R. Martin’s Game of Thrones characters, “Winter is coming.”  Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the morning and evening commutes, and a variety of other hazards. Unfortunately, with an increase […]

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Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths

Estate Planning Awareness Week is October 18–24, 2021. To that end, this month’s newsletter is geared toward helping you become aware of and better understand common estate planning myths. Left unaddressed, these myths can create serious trouble for your loved ones, often leading to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles. […]

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Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths

Estate Planning Awareness Week is October 18–24, 2021. To that end, this month’s newsletter is geared toward helping you, as a professional advisor, gain awareness and understanding of the most common estate planning myths. Left unaddressed, these myths can create serious trouble for families and individuals, often leading to intrafamily conflict, permanently damaged relationships, and […]

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Planning to Receive an Inheritance

When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending habits of children or other beneficiaries. We rarely consider preparing for receiving an inheritance of our […]

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Nominate Us for Best of Btown

If you have not had a chance to nominate your favorite Bloomington business for the Herald Times Best of BTown there is still time. Best of BTown is broken up into a “nominations” round that runs now through June 15, 2021. The top 5 nominated business then move onto the final voting round. Final voting begins July […]

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