What the New Presidency Means for Estate Planning

The new presidency brings important changes for estate planning, especially in tax policies and exemptions. We've highlighted key updates advisors need to know for 2025.

Advisors

The Guide to Growing your Client Base with Estate Planning

Here are four easy ways to grow your practice through estate planning.

Estate Planning

Disinheriting a Child in Your Estate Plan

This is a sensitive topic. Here's what you need to know if you're considering disinheriting a child in your estate plan.

Estate Planning

6 Reasons You Need a Married Separate Trust

Love, shared Spotify playlists, and joint bank accounts...but what about a Married Separate Trust?

Advisors

How to Engage New Clients with Estate Planning

Looking to stand out in a crowded market and secure new clients? Here's how estate planning can help you do it.

Estate Planning

Simple Wills, Do They Really Simplify Things?

People often get a simple will to keep things easy. But does keeping it simple really make life easier for those you leave behind, or does it sometimes add to the confusion? Here's what you need to know.

Estate Planning

A/B Trusts: What You Need to Know

Here's what you need to know about A/B Trusts and why it might make sense for your estate plan.

Estate Planning

What People Wish Their Parents Did Before They Died

Many people wish their parents would have had an estate plan before they passed—unfortunately, this happens a lot. Here's what you need to consider.

Estate Planning

Protecting Inheritance for Children in Blended Families

Navigating family dynamics can get tricky, especially with blended families. Here's what you need to know.

Estate Planning

Your Parent's Estate Plan is Your Path to Homeownership

A significant portion of first-time homebuyers get their homes through inheritance—so it's time to talk about estate planning.

Advisors

3 Proven Ways to Expand Your Client Base

If there's a sector in financial services with growth potential and real client connections, it's estate planning. Check out these three strategies to bring in more clients.

Advisors

Estate Planning: The Gateway to the Next Generation for Advisors

Adding estate planning to your services is not just a value-add, but a strategic necessity in today's wealth management landscape.

Resources

End of Life Estate Planning Checklist

This checklist is designed to help you not miss the important details when it comes to estate planning.

Estate Planning

Why It's Time to Chat with Your Parents About an Estate Plan

It's time to bring up estate planning with your parents. Here's what you need to know.

Advisors

Managing your client’s estate planning experience

In a busy market where client experience is just as important as legal expertise, estate planning software gives you a clear advantage.

Estate Planning

Transferring Real Estate to the Next Generation

Wondering what all goes into transferring your real estate to your children? Here's what you need to know.

Estate Planning

Wills vs. Living Trust: Which one is Right for You?

With so many estate planning documents out there, it can be overwhelming to figure out which one is right for you. Here's what you need to know about will and living trusts.

Estate Planning

Choosing the Right Executor for your Will

Making a will is a key part of estate planning, and it's important to pick the right executor. Here's what you need to know.

Estate Planning

Estate Planning 101: A Guide for Advisors and Attorneys

In this guide, we'll break down the basics of estate planning, making it easy for you to start offering it confidently.

Estate Planning

Estate Planning: Passing on More Than Wealth

Estate planning goes beyond money—it's about safeguarding and preserving the legacy you leave behind.

Estate Planning

Are You Adulting? 5 things you should do before you’re 35

Here are five things to consider doing before you’re 35 when it comes to estate planning.

Estate Planning

3 Reasons Why Estate Planning Isn't Just for the Wealthy

While it’s true that most wealthy people plan their estates, it doesn’t mean they’re the only ones who should.

Estate Planning

The Importance of Powers of Attorney and Health Directives

Powers of attorney and health directives are essential parts of an estate plan. Here's what they are and why they are important.

Advisors

Get your clients to start their estate plan + Presentation Template

Whether you're wealthy or not, everyone should have an estate plan in place. It is a way to ensure that your assets are distributed according to your wishes after you die and that your loved ones won't have to face complications or conflicts.

Estate Planning

What Happens When You Die Without an Estate Plan?

No one wants to think about the end of life, but it's essential to plan for it. Here's what happens when you die without an estate plan.

Advisors

5 Ways Advisors Can Generate Leads Using Estate Planning

Getting leads is crucial for business growth and expanding your clientele. But, many advisors miss out on the potential of estate planning as a lead generation tool.

Attorneys

Why Document Templates Can Put Your Estate Planning Practice at Risk

Using outdated templates might put your clients at risk and harm your practice. Here are the reasons why and how to avoid it.

Estate Planning

Estate Planning and Tax Implications: What You Need to Know

Estate planning involves understanding the tax implications, which can be a complex and confusing subject. In this blog, we'll cover the basics of estate planning and its tax implications.

Estate Planning

Why You Need a Will: Protecting Your Assets and Loved Ones

No one likes to think about death, but it's a topic that we'll all have to face at some point. And as morbid as it may seem, it's essential to plan for the future to protect your assets and loved ones.

Estate Planning

Estate Planning Across State Lines: Navigating Legal Variations

As a financial advisor, you're always on the lookout for ways to help your clients reach their financial goals. Sometimes that means guiding them through estate planning across state lines.

Attorneys

Why Estate Planning Software is a Gamechanger for Attorneys

Tech has come a long way in recent years, and estate planning software has revolutionized the way for attorneys.

Industry

The Largest Wealth Transfer in History: Insights for Financial Advisors

The largest wealth transfer in history is happening—so what can financial advisors do about it?

Advisors

3 reasons why estate planning software is a smart choice for advisors

With smart, attorney-guided software you can streamline your estate planning and better serve your clients

Advisors

5 Reasons Financial Advisors Should Offer Estate Planning Services

If you’re an advisor and don’t offer estate planning services, you’re missing out on some serious business growth.

Estate Planning

Decoding Probate: Trusts and Legal Networks

Why minimum probate is crucial for you and your clients, plus other ways to minimize or skip probate entirely.

What the New Presidency Means for Estate Planning

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