The estate planning process is somewhat similar to Santa’s process. We decide who should receive our assets (the nice people on our list) and who should not (the naughty ones). With families getting together for annual holiday celebrations, read more to learn about how there is no better time to remind your clients to check their list (i.e., their estate plan) twice to ensure the right people are included and accounted for.

Simple acts of kindness may be a proven happiness hack. But if a client is suddenly thrust into a role—such as a caregiver, an agent under a power of attorney, or a trustee—that requires them to put another person’s needs before their own, platitudes alone will not suffice. Read more to learn about the need for professional guidance to help manage or wind up a loved one’s affairs.

New Year’s Eve Trivia and Fun Facts

Whether your plans involve a night on the couch with family or celebrating into the wee hours with fellow partygoers, read more to get a list of some fun New Year’s trivia questions and factoids to stimulate the mind and ring in 2025.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.