Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

National Ice Cream Month: Sweeten Relationships with Estate Planning — Do Not Let Your Clients Leave Their Loved Ones with a Sticky Mess

Ice cream is a delicate balance of fat globules, ice crystals, air bubbles, and sugar suspended in a watery base. Once the temperature climbs above freezing, the ice crystals start to melt. Air bubbles expand. Fat molecules soften. Without its frozen framework, your favorite trea...

National Ice Cream Month: Sweeten Relationships with Estate Planning — Adding Toppings to Your Clients’ Estate Plans

Most clients start with a “vanilla” estate plan to cover the essentials. They can then add “toppings” such as inheritance timing and conditions or charitable components that turn a basic plan into one that is made to order for them. However, before op...

National Ice Cream Month: Sweeten Relationships with Estate Planning — Different Flavors of Transferring Money and Property Outside of Probate

Americans love ice cream. Estate planning? Not so much. The average American eats roughly 19 pounds of ice cream per year1 , and around 90 percent of households regularly keep ice cream in the freezer2 . To celebrate our favorite frozen treat, President Ronald Reagan proclaimed J...

Insurance Is the First Line of Defense

The United States insurance market, worth an estimated $1. 7 trillion, underwrites risks that could otherwise devastate individuals, homes, and businesses. 1 Yet clients sometimes view insurance only as a cost instead of an investment that protects their wealth and legacy. Recent s...

Is a Domestic Asset Protection Trust Right for Your Clients?

Clients today have more ways than ever to generate wealth. Technology, entrepreneurship, global investing, and digital platforms have created new pathways to financial success that did not even exist a generation ago. The landscape of opportunity has never been broader—or m...

Are Your Clients Saving Enough for Retirement?

You have clients who are well on their way to a comfortable retirement, with plenty of savings to last them through their lifetime and enough remaining to leave behind a lasting legacy. Then there are those clients who do not have enough saved—or worry that they may be one ...

President Trump’s First 100 Days in Office

Since Franklin Roosevelt, who moved with unprecedented speed to address the nation's Depression-era problems, the first 100 days of a president’s administration have been viewed as a benchmark of their top legislative aspirations and early success. President Trump, as...

Notable Estate Planning Legislation

No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that impact estate planning. The Estate and Gift Tax Taxation of property tra...

How to Help Clients Make the Next 100 Days Impactful

May marks the halfway point between the spring equinox and the summer solstice. Each day,the sun inches higher in the sky, bringing warmer temperatures, blooming flowers, and ahopeful mindset as thoughts turn to the promise of long days and warm nights ahead. The next 100 days, w...

Which Trust Is Right?

Evidence suggests that many people are establishing trusts as part of an estate plan. Some motivations for creating a trust include avoiding probate, preserving privacy, planning for incapacity, protecting a beneficiary's inheritance from creditors, minimizing estate taxes...

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