It can be hard to get clients motivated about estate planning. However, as their advisor, you know that clients want to make sure their loved ones are protected and are set to receive any inheritance without issues —
Unsure how to properly store and share your digital assets? Check out a few ideas and tools that might help.
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
Don't make the same mistake so many celebrities, like Prince, have made. Micahmedia at en.wikipedia [CC BY-SA 3.0 or GFDL], via Wikimedia [...]
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is [...]
At the end of each year, I like to reconnect with our clients for review and reflection. So much can happen over the [...]
Everyone must leave something behind when he dies, my grandfather said. A child or a book or a painting or a house or [...]
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses [...]
Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal [...]
