Newsletters

  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

  The Wealth Counselor   When Clutter Becomes an Estate Planning Problem There is nothing inherently wrong with owning things. We work hard, and buying something new can feel like a reward. But over time, those rewards can start to weigh on us, creating stress, taking up space, and even leaving behind a burden for

  The Revenue Stream When “Stuff” Becomes a Planning Problem Excessive personal belongings can complicate estate administration, delay liquidation or probate, and sometimes interfere with safe aging in place. Read more to recognize that the potential impact of accumulation early can help financial advisors guide clients toward solutions that protect both their estate plan and

  The Wealth Counselor   Why Long-Term Care Planning Is a Critical Part of Estate Planning (Even If You Are Healthy) A truly comprehensive estate plan helps protect you during your lifetime. While a standard plan covers medical and financial decisions if you become incapacitated (unable to manage your affairs), read more to learn that

  The Revenue Stream Why Long-Term Care Planning Matters to Your Client’s Financial and Estate Plan An effective plan for the future goes far beyond controlling and directing asset transfers at death. When structured properly, an estate plan also protects against incapacity during life, ensuring that a client’s medical and financial affairs can be managed