By Cory Howes According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate plan. Many said they’d get around… Read More
Incapacity planning keeps money under management, provides an opportunity for product sales, and protects your clients. It’s a win-win because estate planning doesn’t mean merely having a plan in place to deal with a client’s… Read More
By Cory Howes I haven’t met a client yet who wants any court involved in their lives. But without careful and proactive estate planning, chances are that some aspect of your estate will end… Read More
By Cory Howes Cultural norms are changing in America, especially with regard to marriage. Many Americans are starting their lives together without formalizing their relationships. For some of you, these statistics will be… Read More
