Choose Wisely: Picking the Right Trustee
My father’s big thing was fruit. My older brother, irreverently analytical and with little regard for old-school propriety...
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No Guillotine Talk Just Yet: CA, NY Propose Tax Hikes for Millionaires
I was watching a video last weekend, which followed the band PJ Harvey on tour in England. Once a hot meteor flying through space...
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Corona Crisis: Estate Planners Adjust to Working from Home
Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...
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Work-From-Home Pro Tips From a Longtime Remote Worker
Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...
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Video Conferencing Tools: Far Away Yet So Close
Whether mandated by the local government or their company—or out of an abundance of caution—many financial industry professionals...
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Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
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Advice for Advisors in Coping with the Pandemic
The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...
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Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
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Isn’t It Unromantic: Planning for Divorce and Spousal Death
The happiest news often leads to lamentation. Your portfolio appreciates; the taxman cometh. A child is born; he grows to be a...
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The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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Charting the Final Lap: Steps to Take in the Last Years Before Retirement
Paul Anka must have been channeling his inner financial analyst when he wrote the lyric to the iconic song My Way. For people...
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Clearing the Bar with Wealthy Clients
Wealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...
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Disability: Don’t Fail to Plan For It
It’s a truism—no one likes to think about the possibility of their own disability or that of a loved one. Still, the data show that...
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Indexed Universal Life Policies Can Help Save for College
Most advisors find that financing the ever-increasing cost of a college education is top of mind among clients with children...
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Are You Truly Trustworthy? Seven Clues That Tell All
Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...
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