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Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

Jan 11, 2022

Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early on,...

Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan

Jan 11, 2022

Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early on,...

Why You Might Not Want to Name Your Advisor as a Beneficiary

Dec 14, 2021

Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know her family, attend church with her, and know her to be a model citizen who...

Why You Might Not Want to Be a Client’s Beneficiary

Dec 14, 2021

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your...

How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan

Nov 9, 2021

In the chilling words of several George R. R. Martin’s Game of Thrones characters, “Winter is coming.” Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the morning and...
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