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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
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Apr
School Is Back In Session
High Scool Seniors Can Use a Starter Estate PlanAs summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. According to cognitive scientists, some i...
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Apr
Happy National Make-a-Will Month: Help Your Clients Celebrate with a Great Plan
A Financial Advisor's Guide to Navigating Different Types of WillsAdvisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to the validity of wills for those people who do have a will or are enga...
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Apr
Top 3 Questions to Ask Your Clients About Their Estate Plan
As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. Even if they do not ask, you can start the conversation by inquiring if they have thought a...
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Apr
What Is Not Taxable Today Might Be Taxable Tomorrow
Counting Down to 2026: Will We Keep the $10 Million Estate Tax Exemption? The year 2026 is fast approaching, and it brings substantial changes to discuss with your clients regarding estate taxes. The Tax Cuts and Jobs Act (TCJA) introduced a significant increase in the federal es...
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Apr
2023 in Review: Estate Planning Insights & Strategies for the New Year Ahead
For some, 2023 can be summed with two letters: AI. From the promises (“Now we are all ivy-league graduates! ”) to the doomsday predictions (“Terminator is no longer science-fiction! ”), 2023 has been the year of artificial intelligence. It was also the year that vinyl records exce...
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Apr
This Thanksgiving We Are Thankful for Your Collaboration
It is no secret that having a solid network of quality professionals allows us to address more than just one of our clients’ concerns. It takes a team to plan for life’s foreseen and unforeseen events. Working with quality professionals like you enables us to ensure that our cli...
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Apr
Do Not Let Your Clients Become a Statistic
You spend countless hours helping clients establish a solid financial plan for the future, so why not take the time to tell them about the benefits of creating an estate plan to align with their financial plan? As a trusted advisor to your clients, we are confident that you do no...
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Apr
National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild
Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish list. However, as you are discussing your clie...
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Apr
Understanding Estate Tax Laws and Proposed Changes
We spoke with Dave Hunt, Founder and Wealth Manager at Milestone Wealth, about current estate tax laws and changes that may be on the horizon! Watch the YouTube video below to find out more! Watch Now! ...
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Apr
Temporary Emergency Video Notarization
by Carter Webb and James FlemingTo prevent the spread of the COVID-19 Coronavirus, on March 10, 2020, Governor Roy Cooper signed Executive Order 116 (the “State of Emergency”) declaring a State of Emergency, which is to be effective until rescinded. The State of Emerg...
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