Sorting Prospects from Potential
Advisors have myriad strategies for pipeline management. Elite advisors are particularly active in managing their pipelines of...
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Fight Aging Without Breaking a Sweat
It’s likely that everyone is interested in warding off the aging process. Who doesn’t want to lead an active, joyful life for as...
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The Skinny on Protein
You can’t live without it: protein, like those other macronutrients fat and carbohydrates, is essential to life. You need to eat a...
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Philanthropic Predictions for 2018
This year we’re likely to see some major changes in the world of philanthropy. This year we’re likely to see some major changes in...
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Funny Leaders Might Be Better Leaders
“Lead with a joke” has always been good advice for public speakers, but it might be good advice for business leaders as well. We...
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What Determines the Price of Bitcoin?
If you follow Bitcoin, you’re probably exhausted by the volatility. From a high over $19,000 in December to around $8200 today...
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Coping with the Loss of a Valued Client
We all lose clients, and not always because they’ve shuffled off this mortal coil. Maybe you’ve gotten dumped for a younger trophy...
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Speaking Up is the Key to Working with High Net Worth Families
High net worth families face unique challenges. Take the example of one family in Kansas City. They had worked with their advisor...
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Valentine’s Day Cocktails You’ll Fall in Love With
Valentine’s Day is really a double-edged sword. On the one hand, it’s supposed to be the most romantic night of the year and offers...
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Gluten-Free Might Not be as Healthy as You Think
Lately, gluten-free foods have become all the rage, even among those who’ve no quarrel with gluten. Still, unless you positively...
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Should You Really Be Tracking Your Sleep?
Sleep tracking is ubiquitous, mostly because many fitness trackers now offer some form of sleep data apart from activity levels...
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Heckerling Conference Addresses Estate Planning Impact of 2017 Tax Act
A Heckerling Conference Special Feature With the passage of the Tax Cuts and Jobs Act of 2017, financial advisors are faced with...
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Heckerling Conference: An essential element of the Act is the doubling of the exemption for federal estate gift and generation skipping transfer taxes
Prior to passage of the 2017 Act, estates valued at more than $5.49 million for an individual and $10.98 million for couples were...
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Heckerling Conference: New indexing method will put more taxpayers in higher brackets over time
Prior to passage of the 2017 Act, estates valued at more than $5.49 million for an individual and $10.98 million for couples were...
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Heckerling Conference: A dynasty trust can offer multiple estate planning benefits
A dynasty trust is created to exist in perpetuity for the benefit of children, grandchildren and future descendants. Not only does...
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Heckerling Conference: Leverage exemptions with a spousal lifetime access trust
Married couples who want to take advantage of gift tax exemptions but have concerns about the surviving spouse providing for him...
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