Newsletter Category: Client Focused Newsletter
How to Coordinate Your Retirement and Estate Plans
We often think of retirement accounts as monolithic resources. It is easy to see why – we spend our working years socking…
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…
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…
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…
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…
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….
Three Legal Strategies When Facing a Major Health Event
What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can…
What Do the New 199A Regulations Mean for You?
New Choices and Opportunities for Tax Savings Are you a business owner curious about the new Section 199A deduction? Although the deduction…
Back-To-School Preparation: Not Just About the School Supplies
Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most With all the considerations about your…
Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?
Important Estate Planning Tips You Should Act on Now Like all things, tax laws are constantly changing. Together, we need to respond…
