Firm Marketing Tax Wills, Trusts, & Estate Planning

Read need-to-know updates, commentary, and analysis on Firm Marketing issues written by leading professionals.
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High Net Worth Advanced Planning Case Study

Many times clients come to us with complex planning issues that we would like to solve for. Here is a good example of how one couple achieved their goals and objectives through advanced planning using a well thought out...more

What The Current Estate Tax Law Means For Advisors

Never before has collaboration become so important in meeting the needs of high net worth clients. Faced with so much uncertainty, the most important role of the advising team is to focus on what they can help the client...more

Recission Proofing Your Practice

There is a significant market that attorneys are missing that is terrible underserved by the legal profession. Working with veterans to qualify them for the Improved Pension Benefit is a very profitable practice for those...more

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