estate attorney
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Task: Getting Your Will On Paper
Once you’ve made all the decisions we laid out for you -- allocating your assets and naming a guardian, and choosing an executor...
Task: Who Are Your Financial & Legal Contacts?
You could have been seeing an accountant or attorney for decades, but does anyone in your family know who that person is?
3 Simple Questions You Should Ask An Estate Attorney
Find out what you need…before you need it.
Are Your Clients Subject To Estate Taxes Without Knowing it?
A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate...
7 Life Events That Require An Immediate Estate Plan Refresh
If you’ve experienced any of the following things, you need to update your estate plan right now.
This Attorney Makes A Case Against Buying POA Forms Online
How a human touch can benefit people in need of a POA.
Quiz: Will Your Kids Fight Over Your Estate?
Will your family undergo heir warfare after you’re gone? Take this quiz and find out.
‘Count Your Blessings - And Determine How To Pass Them On’
Writer Chuck Jaffe learned the power of planning from his brother, who suffered from a rare disease that eventually took his life...
How To Manage A Large Cash Windfall
You just came into a lot of money. Here’s your plan.
Does Your Family Know Who Handles Your Legal Matters?
Identify the attorneys and legal professionals who help keep the law on your side.
Not All Responsible People Have A Will. Some Are Just Lazy.
Here’s how to motivate your Will-less clients to protect their family and assets.
Preparing For Those Golden Years Requires Gold
The cost for eldercare living arrangement can be shockingly expensive.
What Will Happen To Your Clients When You Retire?
Communicating business succession plans can be a thoughtful gesture to put your clients at ease.
How To Help Your Clients Get A Living Will In Place
Tips and advice you can offer to help your clients get an Advance Directive in place.
The Value Of Digital Assets And How To Maintain Them
Are these assets even being factored into estate plans? Because they should be.
Signs Your Client Might Have A Dementia-Related Disease
How to recognize when a client might be operating at a limited mental capacity.
Helping Clients Through Emotional Situations
Death, divorce, medical crisis, and family rifts are some of the tough problems financial advisors must face. Are you prepared?
From our Blog
ThinkAdvisor Cites Us As "Estate Planning Game-Changer"
A strong voice in the investment advisory community touts our user-friendly site as a tool for financial advisors looking to...
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