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  The Revenue Stream How to Integrate Special Needs Planning into Financial Strategy Many famous figures have argued that how a society treats its most vulnerable members is a measure of its humanity and moral character. Advising clients with disabled loved ones demands not only sensitivity but also proactive, coordinated planning that anticipates risk, protects […]

  The Wealth Counselor   Protecting Those You Love: Estate Planning When a Family Member Has a Disability Many famous figures have argued that how a society treats its most vulnerable members is a measure of its humanity and moral character. Read more to learn that for families with disabled loved ones, estate planning must

  The Wealth Counselor   Your Future Caregivers May Not Be Who You Think They Are Whether you have already named a caregiver in your planning documents or you simply assume that someone will step in, that choice deserves more scrutiny than familiarity alone. Capability matters as much as preparation. Read more to learn that

  The Revenue Stream Your Client’s Future Caregiver Might Not Be Who They Think Demographic pressures and gaps in the long-term care system mean that many family members feel ethically, practically, and sometimes financially obligated to step into caregiver roles. In addition, many people have estate plans that do not clearly identify who will act

  The Revenue Stream Help Clients Plan for Their Digital Footprint Clients no longer distinguish between the assets they can physically touch and the ones that exist only online. A person cannot hold cryptocurrency in their hand, but they can transfer significant value instantly from a mobile wallet. They may never step into their e-commerce

  The Wealth Counselor   Do Not Let Your Digital Life Die with You Digital assets are every bit as real and valuable as traditional property—sometimes even more so. Yet many people do not treat them that way in their estate plan. Your plan may account for your home and heirlooms, but what about your

  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