The Wealth Counselor

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 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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Preparing for the Reduction in the Estate Tax Exemption

Best of B-Town 2021 Thank you to everyone who took the time to vote for our law firm as Bloomington’s favorite. We are happy to announce that our firm won the 2021 Best of B-Town! We are honored that so many of our clients, friends and other professionals in town took the time to vote […]

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Working with Co-trustees: How You Can Help

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed to avoid the potential for disagreements or conflicts between co-trustees during the trust administration after the trustmaker’s death or disability. […]

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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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