Nowotny on Private Placement Variable Deferred Annuities
Nowotny on Private Placement Life Insurance
Recent Trends in Succession & Estate Planning
Polsinelli Podcast - Getting the Most Out of Your Estate Planning in 2014
The Greatest Gift: Your Individual + Family Estate Plan
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Same-Sex Marriage Cases in 90 Seconds
Should you Opt-Out of the Voluntary Disclosure Program?
Death and Foreign Asset Disclosure. What you don't know can cost you…a lot
Safeguard Your MVA: Devising a Business Succession Plan that will Preserve your Most Valuable Asset
Divorce can be costly, especially when it reveals undisclosed foreign assets.
Estate Planning: Wills, Trusts, & Power of Attorney in Arizona - Putting Family First
Foreign Asset Disclosure Program
Losing a loved one is difficult enough, but having to deal with settling the deceased person's estate can amplify the stress and grief. Usually, when someone dies, an executor is appointed to carry out the wishes of the...more
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
When someone talks about price it’s the best BUYING Signal you can ask for.
Evenif it is a price objection, the prospect has made that mental leap and thought about owning what you have to sell.
The request for the...more
Welcome to our Summer Private Client Newsletter.
In this edition, we see why divorcing couples must consider mediation before being allowed to go to court.
There’s a warning from the Ombudsman that people should...more
To anyone on Twitter, raise your hand if you don’t pay attention to your number of followers. No matter how not vain you claim to be, your follower number is something that tugs oh-so-gently at your consciousness.
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
Corporations spend billions each year developing creative advertising and marketing campaigns to attract more clients. They realize creativity is the key to standing out in a saturated marketplace. So, how do they stand...more
In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month.
If you’re like most lawyers, your marketing budget runs on average of $2,000- 4,000 a month. This might include everything from direct mail to email marketing, Google adwords campaigns, ads in local publications or seminars...more
My self-produced client newsletter....more
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