Archives: Newsletters
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
