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Want to Connect with Your Clients? Make It Simple

Want to Connect with Your Clients? Make It Simple

Estate planning is a complex, nuanced process. Properly done, it requires a specialized team of experts in investment, tax, and legal strategy. At its center, however, is the client and their particular needs, hopes, and goals. It’s vital that over the course of working together, you engage your client and help them gain comfort and […]
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Your Personal Property Memorandum: 4 Tips for Success

Your Personal Property Memorandum: 4 Tips for Success

What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members. But, what if you’d prefer a more detailed plan for particular items you want to […]
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Five Key Considerations for Your Estate Plan

Five Key Considerations for Your Estate Plan

Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise way to ensure your legal health is always maintained. Read on for […]
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3 Estate Planning Secrets the Wealthy Use That You Can Too!

3 Estate Planning Secrets the Wealthy Use That You Can Too!

Strategies to Enhance Your Success Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do. Here are a few techniques we should discuss soon. Maintain an […]
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5 Hidden Client Risks That Demand Your Immediate Attentio

5 Hidden Client Risks That Demand Your Immediate Attentio

How to Steer Your Clients in the Right Direction Estate planning provides your clients with a wealth of opportunities to strategically grow their net worth while also planning for their families’ future comfort and security. Opportunity brings risk, but also the potential reward of deeper, longer-lasting client relationships.   Educational Topics for Your Clients That […]
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Estate Planning Projects to Tackle in the New Year

Estate Planning Projects to Tackle in the New Year

As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your health. So much can change in […]
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Who Will Inherit Your Financial Wisdom?

Who Will Inherit Your Financial Wisdom?

Passing on More Than Just Wealth Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows that an astonishing 33 percent of all beneficiaries lose their entire inheritance within two years of receiving it. The ways they manage to do so are as […]
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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

2018 Midterm Elections: What Do They Mean For Your Estate Plan?

2018 Midterm Elections: What Do They Mean For Your Estate Plan? Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to […]
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Three Legal Strategies When Facing a Major Health Event

Three Legal Strategies When Facing a Major Health Event

Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to […]
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Three Legal Strategies When Facing a Major Health Event

Three Legal Strategies When Facing a Major Health Event

Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to […]
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What’s the Difference Between Your Legacy Plan and Your Estate Plan?

What’s the Difference Between Your Legacy Plan and Your Estate Plan?

If you have designated someone to receive the assets inside your retirement account after you pass away and you then take a loan, there are other things to consider before you pull out these funds. Keep in mind that for any money you pull out, you’ll pay interest. You cannot deduct the interest paid, and […]
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Estate Planning Is About More Than Taxes

Estate Planning Is About More Than Taxes

If you have designated someone to receive the assets inside your retirement account after you pass away and you then take a loan, there are other things to consider before you pull out these funds. Keep in mind that for any money you pull out, you’ll pay interest. You cannot deduct the interest paid, and […]
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