Advisors Newsletter

Name: Strauss Attorneys PLLC
Rating: 4.9

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...

Stepfamily Day: What Does Step Mean to Your Clients?

Happy National Stepfamily Day to those who celebrate it! Amid shifts in modern family structures and demographics, you likely have clients who are part of a stepfamily with something to celebrate on September 16. National Stepfamily Day is a celebration of second chances an...

From Game Shows to Estate Plans: Insights from Regis Philbin

Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kellyin 2011, he had spent more than 16,740 hours in front of the camera. 1 Phi...

The Legacy of Film Legend Val Kilmer

Actor Val Kilmer's passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—such as managing multistate real estate, deciding what happens to digital assets, and integrating philanthropy to le...

The Estate of a Heavyweight: George Foreman’s Final Chapter

Born into an impoverished Houston household in 1949, George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. At the time of his death on March 21, 2...

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...

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