Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 4/20/2021
Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha...
READ MOREFinancial Advisors 4/15/2021
Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o...
READ MOREFinancial Advisors 4/13/2021
As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b...
READ MORETrust 4/8/2021
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od...
READ MOREFinancial Advisors 4/6/2021
SEO for financial advisors comprises of many strategies. Here are 5 ways to get backlinks to boost your website’s search ranking and bring more tra...
READ MORETrust 4/1/2021
Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the...
READ MOREFinancial Advisors 3/30/2021
The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be.
READ MORETrust 3/25/2021
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...
READ MOREClient Retention 3/23/2021
Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m...
READ MORETrust 3/18/2021
An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu...
READ MOREFinancial Advisors 3/16/2021
As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu...
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