Is Outright Distribution the Right Choice for Your Clients? An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84 trillion “Great Wealth Transfer”—a term financial experts use to describe the massive shift of wealth from older generations to younger ones that […]

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Americans are increasingly focused on their health and wellness, spending billions of dollars per year on products and services such as gym memberships, fitness trackers, healthy foods, supplements, and alternative medicine.1 Mindfulness and meditation practices are also becoming mainstream2 as Americans pay more attention to their mental health, while telehealth lets us connect with healthcare […]

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Financial and legal planning often emphasize complex strategies that clients can use to manage their affairs. However, what about the simple, practical tools that can make a difference in our clients’ lives?  One such tool is the advisor list, a centralized document of all the key players in a client’s life. Having this information available […]

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Clients Need an Inventory of What They Own Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Doing so involves inventorying their assets (everything they own) and keeping the information up to date so that it can be […]

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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 […]

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