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  The Revenue Stream Helping Clients Pass on Their Wealth When handing down wealth, your clients have two main options: leaving it outright to their beneficiaries or placing it in a trust so it can be distributed to the beneficiaries over time. An outright distribution is by far the simpler option, but it comes with […]

  The Wealth Counselor   How Do You Want to Leave Your Money Behind? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can be

  The Revenue Stream President Trump’s First 100 Days in Office President Trump’s honeymoon period may be over, but the dust is still far from settling on the early returns of the second Trump administration. Amid these uncertain times, when much remains up in the air politically and economically, advisors can focus on hedging against

  The Wealth Counselor   President Trump’s First 100 Days in Office Despite the many uncertainties facing President Trump’s agenda, his administration has strongly signaled that tax-related measures are a top priority. Trump and Republicans want to extend many provisions from the expiring Tax Cuts and Jobs Act (TCJA) that the president signed into law

  The Wealth Counselor   President Trump’s First 100 Days in Office Despite the many uncertainties facing President Trump’s agenda, his administration has strongly signaled that tax-related measures are a top priority. Trump and Republicans want to extend many provisions from the expiring Tax Cuts and Jobs Act (TCJA) that the president signed into law

  The Revenue Stream Insurance Is the First Line of Defense Clients sometimes view insurance only as a cost instead of an investment that protects their wealth and legacy. Recent shifts in the insurance market have led to many clients paying more and getting less from their policies. Read more to learn about how you

  The Wealth Counselor   Remember Your First Line of Defense: Insurance Recent shifts in the insurance market have led to many people paying more and getting less from their insurance policies. However, amid these frustrations, it is important to remember that insurance remains your first defense for protecting your wealth and legacy. Read more

  The Wealth Counselor   Different Flavors of Transferring Your Money and Property Outside of Probate It’s summertime and July is National Ice Cream Month. But what kind to choose? Cone or cup? What flavor are you craving? You are facing what is known as the “ice cream dilemma,” which has become a metaphor for

  The Revenue Stream Different Flavors of Transferring Money and Property Outside of Probate Americans love ice cream. Estate planning? Not so much. Advisors encouraging their clients to create an estate plan may want to start small, similar to basic ice cream flavors, with relatively easy decisions such as how to transfer money and property

  The Revenue Stream The Legacy of Film Legend Val Kilmer Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—such as managing multistate real estate, deciding what happens to digital assets, and integrating philanthropy to leave a legacy and help reduce