Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

National Regifting Day: Invite Your Clients to Give the Gift of a Well-Planned Future

During the holidays, we usually receive at least one gift that, let's face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong or mis...

12 Steps to Guide Your Clients Through Estate Planning This Holiday Season

“On the first day of Christmas, my true love gave to me a partridge in a pear tree. ” —The Twelve Days of Christmas The popular holiday tune “The Twelve Days of Christmas” was inspired by the 12-day liturgical season in Christianity known as Christmas...

Encourage Your Clients to Ask Their Loved Ones What They Want

The holiday season is right around the corner, and you have likely been shopping for the perfect gift for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces, or replaying conversations you have had with your loved ones over ...

Make Sure That Your Client’s Estate Plan Is More Than Kindling

It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail—and decide to light the season's first fire. You open the woodstove door to find last year’s ashes still inside, the chimney unswept. Not ideal, but manageable. Yo...

Family Traditions Clients Can Include in Their Estate Plans

Thanksgiving is built on a shared story and tradition, but every family has a different way of celebrating the country's second-favorite holiday. 1 Unlike Christmas and the gift-giving anxiety that can accompany it, Thanksgiving is more about keeping things simple. Sure, hos...

The Advisor’s Estate Planning Challenge: Test Your Knowledge!

In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13. 99 million as much as you want The correct answer is &l...

Beyond the Basic: Estate Planning Strategies for Modern Families

Today's families take many different forms. Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex or opposite-sex couples; married or unmarried partners; or children from ...

Top 3 Reasons Your Clients May Not Have an Estate Plan—and How You Can Help

During your discussions with other advisors or while reading industry publications, you have likely come across startling statistics about the number of Americans without an estate plan. The exact figures vary by survey and demographic, but the story they tell is consistent...

National Centenarians Day: Planning for a Longer Life (and Legacy)

Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with the length of retirement and the number of life changes that come with it. Life expectancy gains in the US since the...

Happy National 401(k) Day!

Bookending the first week of September with Labor Day is a less recognized holiday that deserves more attention from planners, advisors, and savers: National 401(k) Day. Though we are in an era of generally declining economic confidence, many Americans are still somewhat up...

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