David Haughton, JD, Team Lead, Advanced Planning
Helping Your Clients Plan for the Sunset of the TCJA
What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.
Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts
Irrevocable Medicaid trusts can protect assets from spend-down provisions when long-term care is needed. Ask these questions to help clients decide if this strategy is right for them.
Avoiding Common Charitable Planning Mistakes: A Guide for Advisors
A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
Decoding Key Provisions in the SECURE 2.0 Act for Advisors and Their Clients
How could some of the key provisions in the new SECURE 2.0 legislation impact clients' financial plans? Hint: There's more than meets the eye.
How to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.