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  The Wealth Counselor   Why You Need to Worry About Incapacity Planning Incapacity can happen at any age and can have many causes. An estate plan that addresses only what happens to your assets (such as your money, property, life insurance policies, and retirement accounts) after death—and does not address who can make decisions […]

  The Revenue Stream Why Your Clients Need to Worry About Incapacity Planning Everyone dies. Not everyone becomes incapacitated. But the odds—and consequences—of suffering incapacity are higher than people might think. Read more about ways that you can help prepare your clients so they are ready to tackle these types of situations with proper proactive

  The Wealth Counselor   Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust While chocolates and flowers are nice gestures in February, a spousal lifetime access trust (SLAT) can make a more lasting gift, especially with the record-high estate tax exemption set to decrease drastically in 2026. In general terms, a

  The Revenue Stream How Spousal Lifetime Access Trusts Can Secure Your Clients’ Futures This February, you can help your married clients show their love with a unique type of trust called a spousal lifetime access trust (SLAT). Read more to learn how that can “lock in” a high federal estate tax exemption, adapt to

  The Revenue Stream Help Your Clients Clean Up Their Affairs with These Lists Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Read more to learn about inventorying their assets (everything they own) and keeping the information

  The Wealth Counselor   Spring Cleaning: Lists You Need to Get Your Affairs in Order The Federal Reserve tracks household net worth as an indicator of the overall health of the US economy and to gain a long-term perspective that influences future monetary decisions. You should track your net worth for similar reasons. Read

  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