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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 discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics...

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Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early...

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Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan

Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early...

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Why You Might Not Want to Name Your Advisor as a Beneficiary

Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know her family, attend church with her, and know her to be a model citizen...

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Why You Might Not Want to Be a Client’s Beneficiary

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your professional...

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What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.”   Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the morning and...

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