Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

Your Client’s Future Caregiver Might Not Be Who They Think

Experts warn of a growing national crisis that is unrelated to politics, the economy, or the usual headline grabbers. It is a caregiving crisis, and it now touches nearly one-fourth of American adults. Your clients may already be caregivers experiencing this strain, will become c...

Be a Part of Your Clients’ Digital Defense Plan

Well, that doesn't seem right. It usually starts with something small. A strange email from a bank your client does not recognize. A new credit card account they do not remember opening. A password reset link they never requested. A notice from the IRS that someone has alre...

Incorporating Crypto into the Estate Planning Conversation

In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars. 1 For more than a decade, he has tried unsuccessfully...

Help Clients Plan for Their Digital Footprint

Today, many assets that once existed in material form now live entirely online. Photos, financial accounts, business operations, and even personal identities are stored across devices, platforms, and cloud services. Without clear planning and authority, a client's digital a...

Estate Planning Facts to Share with Clients This Holiday Season

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa's lap and answer a s...

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...

Prev 1 2 3 4 5 6 Next