Blog
Inflation Has Hit the Estate Planning World
The rate of inflation has reached an historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Learn more about the tax savings opportunities that are [...]
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you would like to help make the [...]
Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrating National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Learn how you can mentor [...]
Families Embrace the Emotional Nature of Estate Planning
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s [...]