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Newsletter Archive


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  • Advisor Focused Newsletter 50
  • Client Focused Newsletter 51

Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan

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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