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A Matter of Life or Death
It is indeed a ‘perfect storm’ for estate planning and no matter where you turn this is all you read about. Your high-net worth clients are reading about it too. However this does not mean that they...
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Entitlement- Defined by a Parent
Here is the definition by Merriam-Webster’s; 1. A : the state or condition of being entitled : right B : a right to benefits specified especially by law or contract 2. : a government program providing...
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All it takes is a deadline to motivate planning
Whether a loved one is at death’s door or the tax law is about to change, there is an inevitable deadline looming for both. Last week I received five phone calls, Facebook notifications and emails from...
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Shareholder Revolt Leads To Advanced Estate Planning
Allen and Nancy Wilson are 58 and 53 respectively. Both are physicians with a combined annual income of approximately $300,000. Many years ago they invested in a company that was designed to grow...
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Key to Overcoming Uncertainty
Every year about this time I look forward to the WealthCounsel and Trust and Estates Industry Trends survey. It paints a picture of what is happening across the estate planning landscape. Some might...
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5 Ways to Assure Your Clients Plans Are Reviewed Annually
Advanced estate planning can be complex. It can also fall apart when you least expect it. Here are a few tips to help keep clients in tune with their planning. Tell them. Clients will pretty much do...
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Why Cash Flow Matters
After completing over 900 integrated plans ($10- $100M in net worth) during the past nine years, we can confirm that cash flow and meeting lifestyle needs matter. There is a gaping hole in integrated...
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Difficult Conversations
It is difficult for clients to talk to their children about the family’s wealth. However changes in generational behavior and each generation’s own needs are bringing that conversation to the table as...
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Construction Companies Manage Risk While Building Wealth
Purchasing insurance continues to be difficult and extremely expensive for construction firms. With the expected boom of construction on the horizon now is the time to plan ahead for risk mitigation...
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The Benefits of Integrated Wealth Planning
Many people think of “wealth planning” or “estate planning” as being completely separate and distinct from “business planning.” However, the opposite is actually true. It’s important for the two types...
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