Not only is January the first month of a new year, it is also a time when many celebrate Hunt … Read Blog Post
Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
Not only is January the first month of a new year, it is also a time when many celebrate Hunt … Read Blog Post
Why You Might Not Want to Be a Client’s Beneficiary
Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been … Read Blog Post
Why You Might Not Want to Name Your Advisor as a Beneficiary
Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, … Read Blog Post
What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.”
Along … Read Blog Post
How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan
In the chilling words of several George R. R. Martin’s Game of Thrones characters, “Winter is coming.”
Along with … Read Blog Post
Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths
Next week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s newsletter is geared toward helping … Read Blog Post
Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths
Next week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s newsletter is geared toward helping … Read Blog Post
Preparing for the Reduction in the Estate Tax Exemption
In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code … Read Blog Post
Preparing Your Clients for the Reduction in the Estate Tax Exemption
In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code … Read Blog Post
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Phone: 209-572-2124 | Fax: 209-569-5075
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