Effective Case “Opener” Tool

Many of the best Advisors use newsletters or annual reviews to stay in front of their clients. A number of Advisors use annual reviews in combination with newsletters; and for good reason, both of these are proven to be effective at keeping your clients as clients and...

Let’s talk Dynasty Trusts!

“So, is it fair to your client to advise them to plan based on a tax system that is statistically bound to change several times within their life?” Let’s talk Dynasty Trusts! A Dynasty Trust is a trust designed to avoid estate taxes being applied to family...