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2024 Newsletter Archive
Date	Wealth Client
December 2024	Election 2024 - Client Celebrate the Holidays with an Estate Plan
November 2024	Fall Estate Planning Update
October 2024	Happy National Movie Month
September 2024	Preparing Your Senior for the Real World
August 2024	Celebrate National Make a Will Month
July 2024	Summer Estate Essentials
June 2024	Important Things to Know About Life Insurance to Enhance Your Estate Plan
May 2024	Estate Planning Lessons You Can Learn from These Famous Moms
April 2024	Legacy Insights: Navigating the Generation-Skipping Transfer Tax
March 2024	Creating and Preserving Your Legacy with a Dynasty Trust
February 2024	Now Is the Time to Cultivate and Build Relationships
January 2024	Why You Might Have an Estate Tax Issue Soon

2023 Newsletter Archive
Date	Wealth Client
December 2023	How You Can Show Your Four Legged Pals Some Love
November 2023	Give Thanks This Year with an Up-to-Date Estate Plan
October 2023	Estate Planning Awareness Week Is Almost Here
September 2023	Celebrating the Upcoming Holidays with an Up-to-Date Estate Plan
August 2023	Back to School: Time to Protect Your Child's Future
July 2023	Estate Planning News You Can Use to Beat the Heat of Uncertainty
June 2023	What the Administration’s 2024 Revenue Proposals Mean for You and Your Estate Plan
May 2023	Time to Brush Up on Your Estate Planning Etiquette
April 2023	Surviving Tax Season
March 2023	A New Month and a New Beginning
February 2023	Winter Planning for a Great Spring
January 2023	Important Things to Do As You Begin 2023

2022 Newsletter Archive
Date	Wealth Client
December 2022	Are You Ready for 2023?
November 2022	Important Election Information
October 2022	Overcoming Estate Planning and Financial Nightmares
September 2022	Things to Remember When Pulled Over by a Police Officer
August 2022	Estate Planning Pop Quiz
July 2022	Include a Family Meeting in Your Next Family Reunion
June 2022	National Safety Month: A Revocable Living Trust as Your Tool for Safety
May 2022	Two Essential Things to Add to Your Moving Checklist
April 2022	In Honor of Earth Day, Consider Some Eco-Friendly Burial Options
March 2022	Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
February 2022	Estate Planning Lessons We Learned from US Presidents
January 2022	Hunt for Happiness Week: Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

2021 Newsletter Archive
Date	Wealth Client
December 2021	Why You Might Not Want to Name Your Advisor as a Beneficiary
November 2021	What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
October 2021	Estate Planning Awareness Week: Don't Fall Victim to These Common Myths
September 2021	Preparing for the Reduction in the Estate Tax Exemption
August 2021	Did You Choose More Than One Successor Trustee?
July 2021	Planning to Receive an Inheritance
June 2021	How to Responsibly Leave an Inheritance to Your Grandchildren
May 2021	President Biden's First One Hundred Days: Looking Back and Planning Ahead
April 2021	The Pros and Cons of Powers of Appointments
March 2021	The Trust Protector: Your Guardian Angel
February 2021	Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
January 2021	Is Your Estate Plan Incapacity Proof?

2020 Newsletter Archive
Date	Wealth Client
December 2020	Getting Ready for 2021
November 2020	Election Update: Planning under the Biden Administration
October 2020	Protecting Your Significant Other's Future
September 2020	Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
August 2020	Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
July 2020	Preparing Your Beneficiaries to Receive Their Inheritance
June 2020	Retirement Account Basics for 2020
May 2020	Estate Planning as a Powerful Exercise in Optimism
April 2020	Financial Literacy Month: Are All of Your Financial Ducks in a Row?
March 2020	Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
February 2020	No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
January 2020	Millennials, You Need an Estate Plan Too

2019 Newsletter Archive
Date	Wealth Client
December 2019	Caregivers, You Are Not Planning Just for Yourself
November 2019	Steps to Take When a Loved One Dies.
October 2019	Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
September 2019	Important Considerations for Beneficiary Designations of Life Insurance Policies
August 2019	When Is It Critical to Review Your Estate Plan, and Why?
July 2019	Niche Trusts: As Unique as You Are