How the SECURE Act affects your retirement accounts.
The SECURE Act has several positive changes. However, perhaps the most significant change...
How the SECURE Act affects your clients and planning strategies to help.
The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade.
Why, Aretha?!
Aretha Franklin Died Without an Estate Plan Dear Reader, The "Queen of Soul," Aretha Franklin, is known and loved around the world, and there are millions that can sing along when her famous anthems "R.E.S.P.E.C.T." and "A Natural Woman"…
Newly Wealthy Clients
Dear Reader, There is a new generation of high net worth clients emerging, and the advice we give to these nouveau riche is quite different from the advice we would render to our seasoned clients. In fact, much…
Could the new Tax Act impact your estate?
4000 S. Range Line Road Joplin, MO 64804 417.623.2062 | Email Us ProtectingWealth.com STAY CONNECTED Dear Friend, On December 22, 2017 President Trump signed the Tax Cut and Jobs Act (TCJA) into law. The new law makes modifications to the income…
Basics of Medicaid
Basics of Medicaid What You Can & Cannot Keep Dear Friend, We meet with families on an almost daily basis to discuss Medicaid qualification, and the number one question we receive is, "How can I qualify for Medicaid without…
3 Essentials For All Families
Dear Friend, Is it just me, or do you have clients that talk themselves out of hiring you? In my experience, there is an unspoken stigma that estate planning is only for the very wealthy, and our firm endlessly strives…
Don’t Doubt Your Impact
Dear Friend, Happy 241ist Independence Day! I'm grateful for America's many forefathers that bravely forged the nation we are privileged to live in today. Just this weekend I read an intriguing and influential article by Tom Vick, the State Bar President…
Why Clients Fail To Plan For Long-Term Care, Part III
Dear Friend, Misconceptions Americans have about long-term care as well as who will need it, as well as the need for coordinated care can hinder a client from planning for their long-term care. In my final look at…
Why Clients Fail To Plan For Long-Term Care, Part II
Dear Friend, Last week we discussed many of the misconceptions Americans have about long-term care as well as who will need it. This week, I wanted to provide you with more information about why your clients are perhaps…