How Spousal Lifetime Access Trusts Can Secure Your Clients’ Futures February is a time of transition. It falls between the height of winter and the start of spring and smack-dab in the middle of tax season. During this time, clients may be thinking about tax scenarios but are not quite ready to implement solutions. They […]
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Incapacity Planning Information Your Clients Need to Know
Why Your Clients Need to Worry About Incapacity Planning Death is the elephant in the room when it comes to talking about estate planning with clients. To avoid causing undue distress, we often edge around it, referring to heirs and beneficiaries or using terms like pass away or pass on. This is something of a […]
Continue reading…Fall Cleanup Checklist
Fall is a time of transition. Depending on where you live and your family’s traditions, the shorter days and cooler temps of autumn could signal that it is time to ditch the short sleeves in favor of long sleeves, pack away the bicycles and tune up the ski equipment, store the lawnmower and test the […]
Continue reading…Your Estate Planning Team Roster Imagined as a Football Squad
November is an exciting time in the world of sports. Baseball is fresh off the World Series, the NBA and NHL seasons are starting to hit their stride, and the NFL is at the halfway point as the annual Thanksgiving slate of games approaches. Football is by far the most popular sport in America and […]
Continue reading…What You Need to Know About Transferring Your Season Tickets
In many parts of the United States, football is more than a sport—it is a way of life and a passion that we often share across generations. While a fan might pass down their love for an NFL or college football team to family, passing down season tickets to them is another matter. Each team […]
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