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Topic:
Estate Planning
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The Family Information Organizer
“There is in the act of preparing, the moment you start caring.” —Winston Churchill A longtime friend named Dana called me one day because she needed help. Her father had just passed away and she didn’t know what to do. Although I’ve helped clients’ children through similar situations many times, something occurred to me as…
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Intergenerational Planning: Time to Start Planting Seeds
It takes the average recipient of an inheritance 19 days until they buy a new car.1 Over the past several years, some of our clients have participated in client advisory boards in which they tell us what they want and what keeps them awake at night. One of the biggest challenges is bringing up finances…
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What Constitutes the Art of Practicing Financial Planning?
The below chapter is from “The Art of Practicing and the Art of Communication in Financial Planning” (Click here to purchase the book.) Why would one use the word “art” when describing the practice of financial planning? The most highly qualified planners have gone through rigorous education and testing in order to acquire licenses and certifications. They…
