How to Jumpstart Your Clients’ Year-End Planning

Don’t Wait Until the Busy Holiday Season As summer fades in the rear-view mirror, it’s a good time to give yourself a reality check: Clients never have enough time to meet for year-end planning during the busy holiday season (and you might not, either), which is why you should be proactive and meet with them now —...
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Tell Your Clients It’s Not Too Late for a Portability Election

New Opportunity for Late Portability Just Opened Up by IRS Portability has brought both convenience and confusion to the estate planning community. Available for surviving spouses after 2011, portability allows an unused estate tax exemption to be transferred from a deceased spouse to his or her surviving spouse....
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Dynasty Trusts – A Planning Tool for the Masses?

Think Twice Before Ruling One Out When most people hear the term “dynasty trust,” they assume it is something for only the wealthiest of families. Dynasty trusts are not as out of reach as many people and advisors might think, and can be used by many more families of a greater wealth spectrum than currently use them....
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Estate Planning Should Always be a Team Effort

A Team of Coordinated Professionals Is Your Clients’ Best Bet Picture a symphony’s worth of classical musicians all trying to play a piece in perfect harmony, but they can’t see one another. Each of them also has slightly different sheet music. It doesn’t take a stretch of the imagination to know it’s not going to...
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The Superior Alternative to “I Love You” Wills

Guide Your Clients to Lifetime Beneficiary Directed Trusts Instead  As Valentine’s Day brings heart-shaped chocolate boxes and roses by the dozen into your clients’ imaginations, seize the moment to educate them about the drawbacks of “I love you” wills and introduce them to the estate planning move that’s actually...
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Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs

Happy 2017! Hopefully, you’re beginning to recover from the holiday season and getting ready for a busy and prosperous year. As you settle back into your routine, here’s a question to ponder: Are all your clients’ estate plans structured to provide long-term protection against court interference, creditors,...
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Talking To Your Clients About Estate Planning In The New Year

2017 is fast approaching – my is time flying by. It seems like only yesterday we were in the midst of primary debates and a long election season. But with the new year comes a chance to recalibrate how you serve your clients and help them deal with the inevitable changes of life. The more you can meet their needs in...
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