During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong or misjudged your taste […]
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Cozy Chats About Your Client’s Legacy: Planning for Peace of Mind
12 Steps to Guide Your Clients Through Estate Planning This Holiday Season “On the first day of Christmas, my true love gave to me a partridge in a pear tree.” —The Twelve Days of Christmas The popular holiday tune “The Twelve Days of Christmas” was inspired by the 12-day liturgical season in Christianity known as […]
Continue reading…Encourage Your Clients to Ask Their Loved Ones What They Want
The holiday season is right around the corner, and you have likely been shopping for the perfect gift for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces, or replaying conversations you have had with your loved ones over the past few months, trying to recall subtle hints they […]
Continue reading…Make Sure That Your Client’s Estate Plan Is More Than Kindling
It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail — and decide to light the season’s first fire. You open the woodstove door to find last year’s ashes still inside, the chimney unswept. Not ideal, but manageable. You can deal with these things later, before winter […]
Continue reading…Holiday Planning: A Time for Giving
Family Traditions Clients Can Include in Their Estate Plans Thanksgiving is built on a shared story and tradition, but every family has a different way of celebrating the country’s second-favorite holiday.1 Unlike Christmas and the gift-giving anxiety that can accompany it, Thanksgiving is more about keeping things simple. Sure, hosting has its share of stress, […]
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