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Newsletters
- 2018 Midterm Elections: What Do They Mean For Your Estate Plan?
- 3 Estate Planning Secrets the Wealthy Use That You Can Too!
- 5 Hidden Client Risks That Demand Your Immediate Attention
- Back-To-School Preparation: Not Just About the School Supplies
- Caregivers, You’re Not Planning Just for Yourself
- Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
- Christmas in July: Gifting During Uncertain Times
- Clarification to November 2020 Advisor Newsletter
- Clarification to November 2020 Client Newsletter
- Coordinate Retirement and Estate Planning For Improved Client Relationships
- Correction to June 2020 Advisor Newsletter
- Correction to June 2020 Client Newsletter
- Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
- Did You Choose More Than One Successor Trustee?
- Don’t Allow New Accounts To Catch Clients Unaware
- Election Update for Advisors: Planning under the Biden Administration
- Election Update: Planning under the Biden Administration
- Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths
- Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths
- Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
- Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?
- Estate Planning Lessons We Learned from US Presidents
- Estate Planning Projects to Tackle in the New Year
- Estate Planning as a Powerful Exercise in Optimism
- Family Offices: Clients Want Their Own Wealth Team
- Financial Literacy Month: Are All of Your Financial Ducks in a Row?
- Five Key Considerations for Your Estate Plan
- Getting Ready for 2021
- Getting Your Clients Ready for 2021
- Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?
- Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options
- Helping Clients Create Positivity with Their Estate Plan
- Helping Clients Create an Up-to-Date Inventory
- Helping Clients Protect Themselves and Their Loved Ones This National Safety Month
- Helping Clients Responsibly Leave Wealth to Grandchildren
- Helping Clients with Anticipated Inheritances
- Helping Couples Plan for Their Future
- Helping Single Parents Protect Who They Love Most
- Helping Those Who Help Others
- How a Fender Bender Might Impact Your Clients’ Finances and Estate Plan
- How to Coordinate Your Retirement and Estate Plans
- How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations
- How to Help Your Client When a Loved One Dies
- How to Responsibly Leave an Inheritance to Your Grandchildren
- Important Considerations for Beneficiary Designations of Life Insurance Policies
- In Honor of Earth Day, Consider Some Eco-Friendly Burial Options
- Income Tax Strategies to Move Your Clients Forward
- Is Your Client’s Estate Plan Incapacity Proof?
- Is Your Estate Plan Incapacity Proof?
- Keeping the Peace After You Are Gone
- Low Interest Rate Strategies You Should Be Discussing with Your Clients
- Millennials, You Need an Estate Plan Too
- Modern Uses for Life Insurance Trusts
- National Safety Month: A Revocable Living Trust as Your Tool for Safety
- Niche Trusts: A Chance to Collaborate
- Niche Trusts: As Unique as You Are
- No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
- Planning for Individuals and Couples Without Children
- Planning for Millennials
- Planning to Receive an Inheritance
- Portability and Married Couples: A Viable Option
- Powers of Appointment: A Handy Tool in Your Client’s Toolbox
- Preparing Your Beneficiaries to Receive Their Inheritance
- Preparing Your Clients for the Reduction in the Estate Tax Exemption
- Preparing Your Clients for the Rising Costs of Education
- Preparing for the Reduction in the Estate Tax Exemption
- President Biden’s First One Hundred Days for Advisors: Looking Back and Planning Ahead
- President Biden’s First One Hundred Days: Looking Back and Planning Ahead
- Presidential Estate Planning Lessons You Can Use to Advise Your Clients
- Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust
- Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
- Protecting Your Significant Other’s Future
- Retirement Account Basics for 2020
- Steps to Take When a Loved One Dies
- Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
- Taking Full Advantage of the 2017 Tax Cuts and Jobs Act
- The Pros and Cons of Powers of Appointments
- The Revocable Living Trust: Helping Clients, Growing Your Practice
- The Trust Protector: Your Guardian Angel
- Three Charitable Giving Solutions to Consider for Year End
- Three Legal Strategies When Facing a Major Health Event
- Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
- Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
- Three Things You Can Do to Help Clients with National Moving Month
- Time to Review Clients’ Retirement Accounts
- Trust Protectors: Are They a Good Fit for Your Client?
- Two Essential Things to Add to Your Moving Checklist
- Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
- Want a Greater Sense of Purpose? Plan Your Legacy
- Want to Connect with Your Clients? Make It Simple
- What Do the New 199A Regulations Mean for You?
- What Will Happen If Your Clients’ Loved Ones Become Disabled?
- What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement
- What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
- When Is It Critical to Review Your Estate Plan, and Why?
- Which Asset Protection Strategies Are Right for Your Clients?
- Why You Might Not Want to Be a Client’s Beneficiary
- Why You Might Not Want to Name Your Advisor as a Beneficiary
- Working with Co-trustees: How You Can Help
- Your Personal Property Memorandum: 4 Tips for Success
- Your Vacation Checklist
Our Offices
Client Reviews
Outstanding Professionalism with Clear Communication. We were introduced to Ben Connor and his Law Firm over 20 years ago and quickly became comfortable with Ben’s knowledge, experience, reputation, plus fair...
He was Kind, Patient, and Took all the Time We Needed. Ben created an excellent Living Trust for Laurie and me. He has been a personal friend for many years and finally I asked his advice after leaving the...
We Trust Ben Completely. We met Ben through a mutual friend, and when we decided to set up a living trust, he was the only one we felt could provide us with the expertise, sound advice and personal service we...
Truly Cares about his Clients. Ben is an excellent attorney who also truly cares about his clients. He created a wonderful Living Trust for me and my late husband, as well as an LLC for our business. He was...
Excellent Attorney. Excellent Attorney who is wonderful to work with and create the perfect trust!! Ben Created a living trust for my partner and I. Prior to Ben, the thought of creating a trust intimidated me...
Trusted Advisor. Trust is very important when working with an Estate Planner, and after working with Ben Connor on our estate planning we highly recommend him without reservation. Ben walked us through our...
Excellent Living Trust. Ben created an excellent Living Trust for Tug and I. He explained our options from A to Z so that we could actually decide for ourselves what we wanted done. He answered all our...
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