Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
LTC Vs. Estate Planning: The Gloves Are Off
By Paul A. DyerEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
September 01, 2007
Keeping an eye on the futureHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry
September 01, 2007
The trust factor, part 3: Sing like Sinatra, babyQuestion: Since the Good Life depends on possessing supreme trust, which great thinker tells us how to find it? Descarte ("To do is to be")? Voltaire ("To be is to do")? Frank Sinatra ("Do be do be do")? Answer: Ol' Blue Eyes, of course.
September 01, 2007
After the Estate Plan . . .Don't you love it when a client follows your recommendations to the letter? Consider, for instance, the following common scenario: Taking your sage advice to heart,...
August 31, 2007
The trust factor, part 3: Sing like Sinatra, babyQuestion: Since the Good Life depends on possessing supreme trust, which great thinker tells us how to find it? Descarte ("To do is to be")? Voltaire ("To be is to do")? Frank Sinatra ("Do be do be do")? Answer: Ol' Blue Eyes, of course.
August 31, 2007
Keeping an eye on the futureHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry
August 01, 2007
The element of needNow that the client hopefully trusts us and our motives, we can determine his needs. We should be asking a lot of questions here. I prefer to preface my question phase: "In order to do a better job for you, may I ask you a few questions? The
July 31, 2007
The element of needNow that the client hopefully trusts us and our motives, we can determine his needs. We should be asking a lot of questions here. I prefer to preface my question phase: "In order to do a better job for you, may I ask you a few questions? The