by Chad Cardwell | Feb 19, 2018 | All
When your clients think of February, most of them may not envision warm, sandy beaches and tropical breezes, although many of them may wish to be in such a place when the temperature dips below freezing. Timeshare companies know all too well that when the temperatures... by Chad Cardwell | Jan 12, 2018 | All
As we begin a new year, there are several important needs your clients have related to estate planning that remain constant, regardless of the new year and the new laws. Often new clients come to me and say “I have been meaning to do this,” or “we’ve put this off for... by Chad Cardwell | Nov 15, 2017 | All
As I was driving to work recently, I noticed a vehicle with a vanity license plate. The license plate clearly identified the owner of the vehicle as a doctor. While there certainly are different types of doctors, I would imagine that the average person presumes a... by Chad Cardwell | Oct 10, 2017 | All
As we enter the Halloween season, I will share with you a true, scary story. Several weeks ago, a Financial Advisor called me to ask my help for his client. His client has an elderly mother living on her own, with the assistance of a caregiver. The Client was... by Chad Cardwell | Aug 11, 2017 | All
Benefit: Reduce or Eliminate the Time and Cost of Probate Adding or updating beneficiary designations is one of the easiest estate planning tools available. In an effort to reduce or eliminate the time and cost of probate, clients can add beneficiary designations to...