Newsletters

Advisor Focused Newsletter

Is Your Client's Estate Plan Incapacity Proof?

Getting Your Clients Ready for 2021

Clarification to November 2020 Newsletter

Election Update: Planning under the Biden Administration

Helping Couples Plan for Their Future

Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust

Low Interest Rate Strategies You Should Be Discussing with Your Clients

Christmas in July: Gifting During Uncertain Times

Correction to June 2020 Newsletter

Time to Review Clients' Retirement Accounts

Helping Clients Create Positivity with Their Estate Plan

Family Offices: Clients Want Their Own Wealth Team

Helping Single Parents Protect Who They Love Most

How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations

Planning for Millennials

Helping Those Who Help Others

How to Help Your Client When a Loved One Dies

Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?

Modern Uses for Life Insurance Trusts

Income Tax Strategies to Move Your Clients Forward

Niche Trusts: A Chance to Collaborate

Portability and Married Couples: A Viable Option

The Revocable Living Trust: Helping Clients, Growing Your Practice

Coordinate Retirement and Estate Planning For Improved Client Relationships

Want to Connect with Your Clients? Make It Simple

Don't Allow New Accounts to Catch Clients Unaware

Planning for Individuals and Couples Without Children

5 Hidden Client Risks That Demand Your Immediate Attention

What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement

Three Charitable Giving Solutions to Consider for Year End

What 199A Regulations Mean for Your Clients

Preparing Your Clients for the Rising Costs of Education

Taking Full Advantage of the 2017 Tax Cuts and Jobs Act

Which Asset Protection Strategies Are Right for Your Clients?

Solve the Troubled Adult Child Beneficiary Dilemma in Three Easy Steps

Helping Clients Plan From the Heart: Beyond Money in Estate Planning

How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money

Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond

Tax Reform: Solutions for Your Clients and Their Estate Planning

Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans

One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

How to Jumpstart Your Clients’ Year-End Planning

4 Times You Should Call an Estate Planning Attorney Right Away: Using Your Clients' Entire Financial Team Improves Results

Tell Your Clients It's Not Too Late for a Portability Election

Dynasty Trusts - A Planning Tool for the Masses?

Free Your Clients From Old, Obsolete Trusts

Trump's First 100 Days: Looking Back and Planning Ahead

How a Community Property Trust Can Save Tens of Thousands of Dollars in Capital Gains Taxes

Estate Planning Should Always be a Team Effort

The Superior Alternative to "I Love You" Wills

Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs

Talking To Your Clients About Estate Planning In The New Year

Preparing for a New Administration

How and Why Life Insurance Still Matters in Estate Planning

Help Your Clients Save at Tax Time

How to Overcome the Challenges of Legacy Planning that Plague Blended Families

8 Red Flags That Your Clients' Estate Plans Are Out of Whack

Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses

The Perils of Outright Distributions and Gifts

Out of Date and In Need of Immediate Overhaul: The Story of Many Existing Estate Plans

Just When You Thought an Irrevocable Trust Couldn't Be Changed: 5 Ways to Modify an Irrevocable Trust

Revocable Trusts Are The Solution to Your Client's Needs

How You Can Protect Inherited IRAs

Be the Hero: How to Help Your Clients Avoid Probate

Is There an Income Tax Time Bomb Lurking in Your Client’s Estate Plan?

Don't Miss Out on These Year-End Tax Planning Strategies

The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

What's Hot in Estate Planning Right Now May Surprise You

How Will the 2015 Supreme Court Decisions Affect Your Clients?

The Shocking Truth About Asset Protection Planning

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

Three Liability Planning Tips for Physicians

How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans

It's Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It's Needed

Five Ways to Make Trusts More Flexible

How to Help Clients Avoid a Disastrous Will or Trust Contest

How to Become a Multigenerational, Purpose-Driven Advisor

Strategies for Reducing Income that Individuals and Trustees Can Use Now

Seven Trust-Based Asset Protections Strategies for Your Clients

Asset Protection Planning for the Modern Client

How to Protect Inherited IRAs After the Clark v. Rameker Decision

How to Avoid a Basis Management Disaster

Portability and Married Couples: No Downside

These Four Childfree Prospect Tips Will Grow Your Business - And They're Not What You Think

Three Key Strategies for Helping Clients Navigate Aging Plans

Three Simple Ways to Sell Complex Solutions

Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014

Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar

Trusts Solve Client Needs and Add Value to Wealth Plans

Identifying Hidden Financial Risks Creates Sales Demand

Planning for Blended Families: Part II - 3-Step Counseling Strategy for Blended Families

Planning for Blended Families: Part I - Intake Process

Including Life Expectancy and Health Care Costs in Retirement Planning

Why Estate Planning Is Still Important

Income Tax Planning: What Estate Planners Need to Know

Income Tax Planning with Alaska Community Property Trusts

Using Trusts to Protect Inherited IRAs

What the New Tax Law Means to You and Your Clients

Don't Let the Tax Tail Wag the Dog: Client Concerns, Not the Estate Tax, Should Drive Estate Planning

Year-End Tax Planning In 2012

Uncovering Charitable Planning Opportunities

How to Talk to Prospective Clients about Estate Planning

Income Tax Issues When Planning for the Sale of a Closely Held Business

Estate Planning for Disability

Estate Planning for Business Owners

Planning for Advanced Asset Protection

Understanding Practice/Business Transition Planning

Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count

An Overview of Estate Planning

Paying for College

Continuum of Care: Client Update Meetings/Financial Control System

Retirement Planning: Coordinating with the Client's Overall Planning Objectives

Asset Protection Planning - Teamwork Is Required for Success

Trustee Selection for Irrevocable Trusts

Niche Trusts

Opportunities with Planning for Pets

New Planning Opportunities with Non-Spouse Rollovers

Simplifying the Taxation of Trusts

Understanding the Significance of Trusts

Understanding the Opportunities with Aid & Attendance Benefits

Life Settlements: Understanding the Opportunity for Your Clients

Understanding Medicaid Planning Opportunities - For Your Clients and You

Planning for Disability

Planning for Tax-Qualified Plans

Policy Reviews of Trust Owned Life Insurance (TOLI) - Why you should make it part of your standard estate planning process

10 Tips for Helping Families with Special Needs

The Continuing Need for Life Insurance

Understanding Educational Savings Vehicles

529 Plan Benefits Made Permanent by the Pension Protection Act

The Pension Protection Act: New Opportunities for Retirement Planning

Let Us Guide You.

Do you have questions about protecting your home and family or your long-term care? Let us guide you to the answers to your questions.

801 Main St. #702, Lynchburg, VA 24504
(434) 528-0696
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