National Safety Month: A Revocable Living Trust as Your Tool for Safety

For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National […]

Helping Clients Protect Themselves and Their Loved Ones This National Safety Month

For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National […]

Two Essential Things to Add to Your Moving Checklist

The month of May means not only the end of the school year and the beginning of summer but also the beginning […]

Three Things You Can Do to Help Clients with National Moving Month

The month of May means not only the end of the school year and the beginning of summer but also the beginning […]

Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options

When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or […]

In Honor of Earth Day, Consider Some Eco-Friendly Burial Options

When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or […]

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather […]

What Will Happen If Your Clients’ Loved Ones Become Disabled?

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather […]

Estate Planning Lessons We Learned from US Presidents

February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any […]

Presidential Estate Planning Lessons You Can Use to Advise Your Clients

February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any […]

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