Is AB Trust Planning Still Effective?

Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC

April 19, 2017 at 1:30 PM

What does the recent increase in the federal estate tax exemption, plus the introduction of portability, mean for the traditional approach to estate planning using the AB trust? You may find that your clients are concerned that their estate planning strategy is no longer relevant. Or perhaps they just don’t want to spend the time and money to have an attorney review their documents when federal estate laws may remain in flux.

Read More

Topics: Estate Planning

Helping Clients Transition a Business to the Next Generation

Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC

April 18, 2017 at 10:00 AM

When your clients rely on you to guide their family wealth planning, there are many inheritance issues you must address. Here, we’ll focus on just one of the concerns you may encounter when putting wealth transfer strategies into action: helping clients transition a business to the next generation.

Read More

Topics: Estate Planning

Why Your Office Space Matters

Posted by Joni Youngwirth

April 12, 2017 at 1:30 PM

When I visit a firm for the first time, I always take a good look around. In general, I would classify my first impressions as generally neutral to positive. But every once in a while, there’s an office space that leaves me with an exceedingly positive (or negative) feeling.

Read More

Topics: Practice Management

Building Scale to Grow Your Practice with Purpose

Posted by John Reid

April 11, 2017 at 10:00 AM

When a firm plots the course to grow, the need to measure profitability is typically an afterthought. To achieve growth that leads to increased profit, however, you must follow a detailed plan. Here, I’ll share strategies for building scale so you can grow your practice with purpose, plus best practices to help ensure that this growth leads to profit. 

Read More

Topics: Practice Management

Divorce Planning: How You Can Help Clients Protect Their Finances

Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC

April 5, 2017 at 1:30 PM

As a financial planner, you're not expected to handle all of the difficulties that arise when your client is going through a divorce. But what you can do? Protect his or her financial security for the future.

Whether you're hoping to specialize in divorce planning or just working with divorcing clients as the need arises, it's important to take a multifaceted approach. From establishing a spending plan to protecting jointly held assets, here are some key areas on which to focus.

Read More

Topics: Financial Planning

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us