News and Articles
Probate Fees Are Rising by 75%: The Client Conversation Advisers Should Be Having Now
Probate fee rises give advisers a timely reason to reopen Will and estate planning conversations.
Funeral Wishes: The One Question Advisers Forget to Ask
Help clients record funeral wishes, reducing family stress, uncertainty, disputes, and difficult decisions
Guardians for Children with Additional Needs: A Calm Way to Make the Decision (and Help Clients Finish their Will)
Choosing guardians can feel huge when a child has additional needs; this guide makes it…
Predatory Marriage: The Hidden Risk That Can Undermine a Client’s Estate Plan
Predatory marriage can quietly revoke a client’s Will, shifting inheritance outcomes, timelines, and family dynamics…
Beyond The Numbers: Why Legacy Conversations Strengthen Client Relationships
Legacy giving is becoming a natural part of advice. Learn how to raise charity conversations…
If You’re Talking Protection, You’re Already in the Will Conversation
The moment you’re discussing protection, you’re already in the Will conversation,