The Assets: Estate planning
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March 3, 2017Charitable Trusts Aren’t Just for the Very WealthyWhen clients of modest means get lucky, the best way to preserve their wealth could be a charitable remainder trust.No Comments
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February 6, 2017Most HNW Americans Lack Adequate Succession PlansClose to a third haven’t made any preparations for transferring their wealth.No Comments
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January 27, 2017Keeping it Together When a Client is Terminally IllA new advisor learns how to handle an emotionally fraught client meeting.No Comments
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The Benefits of Family LLCs for HNW InvestorsThis FA-IQ Education webcast examines strategies for using limited liability corporations in estate planning to organize and protect assets. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.
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December 28, 2016Major UHNW Charitable Donations at Record HighIndividuals with $30m-plus donate an average of $29.6m over their lifetime, study finds.No Comments
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November 10, 2016Finra: Broker Tried Fleecing Elderly Clients Out of $70KCase involves fees for bogus financial planning and investment advice.Last Comment: November 10, 2016
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September 15, 2016The Race to The Bottom Devalues PlannersVern Sumnicht, iSectorsThe value of financial planners needs to be better publicized.No Comments
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July 15, 2016Don’t Be Afraid to Tell Prospects NoHow a willingness to turn a prospect away can end up benefitting you both.No Comments
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May 9, 2016Sudden Death Doesn’t Just Happen to Rockstars and CelebritiesAdvisors must do their best to prepare clients for the inevitability of death.No Comments
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April 29, 2016Worst-Case Scenarios Can be Transformational ToolsYour job as a planner is to help the client think the unthinkable.No Comments
