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Helping Clients Protect Themselves and Their Loved Ones This National Safety Month

Jun 14, 2022

For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National Safety Month is to raise public awareness of the top safety and health risks in the United States. One of the lesser-known but...

Three Things You Can Do to Help Clients with National Moving Month

May 10, 2022

The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest moving season of the year. That’s why May is National Moving Month. Your clients have a lot to think about when moving: along with organizing...

Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options

Apr 12, 2022

When it comes to death and what to do with a deceased’s remains, most people think of only two options: burial or cremation. However, these options are not particularly environmentally friendly. Burial, which is arguably the worst option from an environmental...

What Will Happen If Your Clients’ Loved Ones Become Disabled?

Mar 8, 2022

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

Presidential Estate Planning Lessons You Can Use to Advise Your Clients

Feb 8, 2022

February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can...
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