Harnessing the Power of Trusts to Help Your Clients Protect Their Heirs

Now January is behind us, and we are back into our work routine, here’s a question to ponder: Are all your clients’ estate plans structured to provide long-term protection against court interference, creditors, bankruptcy, divorcing spouses, and financial mismanagement? As a financial or tax professional, you need to assume that “Murphy’s Law” is always potentially in play: if something can go wrong for your client,…

Preparing For A New Administration: Risks And Opportunities For Your Clients Under President-Elect Trump

A new Presidential administration can bring sweeping changes in the tax codes, new rules for how wealth is taxed, and a litany of other legal and regulatory changes. As a result of Donald Trump’s electoral victory on November 8th combined with Republican majorities in the House and Senate, we expect that there will be significant changes starting on January 20, 2017, when Mr. Trump takes…

Advisor Insights 2017 Schedule Through May

ADVISORS INSIGHTS Schedule of Topics through May 2017  (All Workshops Are From 3:00 PM – 4:30 PM, unless otherwise noted)  Date                Location                                  Topic January 31       Woburn                       Demystifying Trusts for Non-Lawyers – Part One February 16      Beverly                        Special Needs Trusts March 23         Woburn                       Special Needs Planning April 26             Beverly                        Demystifying Trusts for Non-Lawyers – Part One May 18             Woburn                       The Financial Component of…

How and Why Life Insurance Still Matters in Estate Planning

A frequently overlooked aspect of a client’s life insurance is proper alignment with estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve the goals that initially led to the purchase of the policy. But, you can help. You, as the trusted advisor, and us, as the estate planning attorney,…

Help Your Clients Save at Tax Time

6 Important Conversations to Have with Your Clients Before the Hustle and Bustle of the Holidays As summer gives way to fall, it’s time to start thinking about year-end tax planning. This is an opportunity to communicate with your clients, offer solutions, and deepen your relationship by helping them save thousands of dollars next spring at tax time. By engaging your clients in this way,…

8 Red Flags That Your Clients’ Estate Plans Are Out of Whack

How Uncovering Your Clients’ Legal Needs Means More Business for You Estate plans, like complex computer code, can get buggy. As a financial advisor, you have a fiduciary duty to your clients to help them avoid negative consequences of bad planning. That duty includes keeping tabs on legal issues related to estate planning and getting your clients the help they need, when they need it,…

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