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  The Wealth Counselor   12 Estate Planning Steps to Take This Holiday Season A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to “The Twelve Days of Christmas,” but few likely know its origin or the meanings behind the song. The song may be about symbolic gifts of […]

  The Revenue Stream 12 Steps to Guide Your Clients Through Estate Planning This Holiday Season The popular holiday tune “The Twelve Days of Christmas” was inspired by the 12-day liturgical season in Christianity known as Christmastide that runs for 12 nights. According to the song’s lyrics, the singer receives a total of 364 gifts—from

  The Wealth Counselor   Create or Protect Your Family Traditions with an Estate Plan Americans today are somewhat split on what defines a traditional Thanksgiving. Most of us celebrate the holiday, but our traditions and activities vary widely. Still, as new traditions replace old ones, the core of Thanksgiving—connection, gratitude, and shared experience—remains the

  The Revenue Stream Family Traditions Clients Can Include in Their Estate Plans The traditional estate plan can feel a bit like a classic Thanksgiving feast: comforting, but sometimes a bit predictable. While tradition can be comforting and grounding, there is something to be said for mixing things up, not only around the dinner table

  The Wealth Counselor   Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning? Although an estate plan is not required by law, having one will truly benefit you and your loved ones during your lifetime and when you pass away. Unfortunately, roughly two-thirds of adults have no estate plan in

  The Revenue Stream Top 3 Reasons Your Clients May Not Have an Estate Plan—and How You Can Help During your discussions with other advisors or while reading industry publications, you have likely come across startling statistics about the number of Americans without an estate plan. The exact figures vary by survey and demographic, but

  The Revenue Stream Happy National 401(k) Day! Bookending the first week of September with Labor Day is a less recognized holiday that deserves more attention from planners, advisors, and savers: National 401(k) Day. Though we are in an era of generally declining economic confidence, many Americans are still somewhat upbeat about their retirement savings.

  The Revenue Stream Happy National 401(k) Day! Bookending the first week of September with Labor Day is a less recognized holiday that deserves more attention from planners, advisors, and savers: National 401(k) Day. Though we are in an era of generally declining economic confidence, many Americans are still somewhat upbeat about their retirement savings.

  The Wealth Counselor   Happy National 401(k) Day!  Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future: National 401(k) Day. Though we are in an era of overall declining economic confidence, many Americans

  The Wealth Counselor   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—including managing real estate in more than one state, deciding what happens with digital assets, and using charitable gifts to leave