Articles
The Most Important Parts of Estate Planning Can’t Get Legislated Away
There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip Seymour Hoffman in early February is no exception. Hoffman was an incredibly talented actor who...
These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think
Childfree individuals and couples often face choices, decisions, and questions, which you are uniquely qualified to address. Like many allied financial professionals, you may focus on helping clients pass the maximum amount of wealth to their beloved children. Along...
Three Key Strategies for Helping Clients Navigate Aging Plans
Many of your clients are baby boomers (now ages 50-68) moving into retirement and dealing with all the issues related to aging: elderly parents, kids in college, saving enough to last a lifetime and protecting what they have. With a dizzying array of financial...
Three Simple Ways to Sell Complex Solutions
When it comes to financial and wealth planning issues, more often than not, people go to a professional they trust. They may be working with a financial planner, CPA, agent, or banker, but when trust and estate concerns arise, clients need their trusted advisor to...
Three Top Reasons to Update Your Estate Plan in 2014
Make this your top New Year’s resolution — update your estate plan this year. If you didn’t update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it. Alterations to tax laws can definitely impact your...
Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014
The signing of the American Taxpayer Relief Act of 2012 (“ATRA”) on January 2, 2013, certainly marked a transition for wealth and estate planning professionals and their clients. Before ATRA, planning was often dominated by the volatility and uncertainty of the...
Be Your Clients’ Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
Income Tax Options Run Out December 31 for Non-Grantor Trusts. Most clients and advisors have not yet caught up to the impact of soaring income tax rates on non-grantor trusts and on estates in administration. Trustees and estate administrators must be informed...
Trusts Solve Client Needs and Add Value to Wealth Plans
Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of shapes and sizes, each particularly suited to a particular need. Some are for wealth accumulation while others are for wealth...
Planning with Execution
Financial planning has become a generic term. You find it mentioned across media channels from banks to brokerages to accounting firms to personal finance. While the term itself may be diluted, planning is the first step in securing your long-term security. But this...
Identifying Hidden Financial Risks Creates Sales Demand
The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that can significantly deteriorate future wealth if left unattended. By “hidden” risks, we mean exposures of which the...
Articles
Attorney John Buckley Featured in Colorado Springs Business Journal
Click to read Covid-19: Challenges, opportunities for law firms featuring comments by Estate Planning Attorney John Buckley. Covid-19: Challenges, Opportunities for Law Firms