Our Estate Planners for Life™ Program will kick off the year with the 2017 Annual Client Meetings. Some of our colleagues in the National Network of Estate Planning Attorneys choose to refer to their similar series of meetings as Annual Family Reunions. I did not fully appreciate why they did that when Tammy and I first joined the Network in 2009. I do now...
Read MoreChanges for Fall Events!
CHANGE OF PLANS FOR 2016 OKTOBERFEST...
Read MoreExplore Social Security With Us
If you’re like many people today, you want to know more about the Social Security program and the benefits it provides you during your retirement years...
Read MoreEstate Planners for Life™ Client Update Program 2016
This is the time of the year that Tammy, Mitch, Shelly and I are anxiously awaiting the return of Estate Planning Review Worksheets (EPRWs) from those of you who are scheduled to update your estate planning documents this year...
Read MoreAnnual Client Meeting in the New Year
This is the time of the year that Tammy, Mitch, Shelly and I pause to reflect on our past year and consider as a team what worked well in our formal maintenance and update program and what we would do differently next year...Read More
A Letter to Our Client Family - November 2015
On June 1st, we gave a big Cain & Cain welcome to our new Client Services Coordinator, Shelly Stewart...Read More
At Cain & Cain - February 2015
When I sat down over the weekend to write a few words regarding the coming year and our plans for 2015 at Cain & Cain, I could not help reflecting on 2014...Read More
INHERITED IRA NO LONGER CONSIDERED A RETIREMENT FUND
A recent U.S. Supreme Court case, Clark v. Rameker, presents a classic example of one of the primary fears a parent has when leaving assets to his or her children...Read More
Funding Bank Accounts to Married Separate Trusts
For many married couples, they often have one primary checking account that they pay all household expenses and bills from. Deciding which spouse’s trust to fund that account to can have significant implications for the client.Read More
The Importance of Our Family Education Program
A large part of our process is taking an educational approach to the development of each estate plan. We want you and all of our clients to be confident about making the right decisions for themselves, their families, and loved ones...Read More