Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access trust (SLAT) can make a more lasting gift, especially with the […]
Continue reading…The Wealth Counselor
Incapacity Planning: The Other Part of Estate Planning
Why You Need to Worry About Incapacity Planning Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away and pass on to make our meetings feel more comfortable and avoid being overly macabre, but the not-so-subtle subtext of an estate plan is death’s inevitability. If […]
Continue reading…Fall Cleanup Checklist for You and Your Clients
November is a season of transition. Days are growing darker and cooler, school is back in full swing, summer clothes are packed away, the pool is covered, and anticipation is building about the upcoming holidays. This is the perfect time to take stock of the year that was and tie up loose ends prior to […]
Continue reading…We Can Be Our Own Football Team
Football is by far the most popular sport in America and has been for over five decades.1 In an age of fractured media and streaming services, football’s ability to draw a huge audience on any given Sunday (or Saturday, for college fans) makes it a defining aspect of American culture. Its influence is felt in […]
Continue reading…What Your Clients Need to Know About Transferring Their Season Tickets
Football is king in the United States. According to Gallup polling, football has been America’s favorite sport to watch since 1972. Even today, 41 percent of adults say their preference is to watch football, with baseball coming in at 10 percent and basketball at 9 percent1. NFL and college teams draw huge audiences on television […]
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