You have clients who are well on their way to a comfortable retirement, with plenty of savings to last them through their lifetime and enough remaining to leave behind a lasting legacy. Then there are those clients who do not have enough saved—or worry that they may be one major expense away from financial hardship […]
Continue reading…The Wealth Counselor
Is a Domestic Asset Protection Trust Right for Your Clients?
Clients today have more ways than ever to generate wealth. Technology, entrepreneurship, global investing, and digital platforms have created new pathways to financial success that did not even exist a generation ago. The landscape of opportunity has never been broader—or more accessible. At the same time, the threats to wealth have multiplied. Litigation, economic volatility, […]
Continue reading…Elevate Your Client’s Financial Security: Mastering Asset Protection Strategies
Insurance Is the First Line of Defense The United States insurance market, worth an estimated $1.7 trillion,underwrites risks that could otherwise devastate individuals, homes, and businesses.1 Yet clients sometimes view insurance only as a cost instead of an investment that protects their wealth and legacy. Recent shifts in the insurance market have led to many […]
Continue reading…Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that impact estate planning. The Estate and Gift Tax Taxation of property transfers at death dates […]
Continue reading…How to Help Clients Make the Next 100 Days Impactful
May marks the halfway point between the spring equinox and the summer solstice. Each day, the sun inches higher in the sky, bringing warmer temperatures, blooming flowers, and a hopeful mindset as thoughts turn to the promise of long days and warm nights ahead. The next 100 days, which blend spring’s fresh start and summer’s […]
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