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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care
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  Personal, estate, and business tax planning strategies for 2023

  Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

  Client outcomes March 6, 2023

  • retirement income
  • taxes
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  Why is Estate and Legacy Planning Important?

  Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust.

  Client outcomes January 27, 2023

  • client relationships
  • legacy planning
  • retirement planning
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  Personal, estate, and business tax planning strategies for 2022

  Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

  Client outcomes February 11, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  How financial advisors should approach succession planning

  Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

  Business Growth November 29, 2022

  • practice management
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  Igniting legacy planning action

  Estate planning is an important process that many clients avoid discussing with their financial planners.

  Client outcomes August 16, 2022

  • client relationships
  • income planning
  • practice management
  • retirement income
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  Planning for health care costs at every stage of retirement planning

  Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way.

  Client outcomes April 15, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  Women can close the financial planning gap with help from advisors

  The pandemic has impacted how women view their financial future.

  Client outcomes February 4, 2021

  • client relationships
  • retirement planning
  • women in retirement
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  What happens if a client passes away without a legacy plan?

  One way to help clients understand the value of proper estate planning is to consider what can happen without a plan.

  Client outcomes January 31, 2023

  • client relationships
  • estate plan
  • legacy planning
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  What happens if a client passes away without a legacy plan?

  One way to help clients understand the value of proper estate planning is to consider what can happen without a plan.

  Client outcomes October 12, 2021

  • client relationships
  • estate planning
  • legacy planning