Search our articles archive

Helping families understand the tradeoffs.

Bridging intention and action: how financial advisors can finally get clients to update their estate plans.

A balancing process is needed.

Be proactive about protecting clients and positioning them for whatever happens next.

Implications of the changes made by the One Big Beautiful Bill Act.

The client’s wealth level will be a major factor.

Advanced Health Care Directive including power of attorney for healthcare decisions – Blank form

This booklet is a conversation about estate planning. A talk about what issues to consider.

“Estate Administration” Presentation by Lee Naujock for the Spring 2023 workshop series

Studies show that women invest more prudently than men, but rich women have at least one significant blind spot in their wealth strategies: estate planning.