Do Clients Need EstateTherapy™?

Published on March 7, 2011 by

Seminars, workshops or webinars offer excellent ways for you to emotionally connect with your audience. That's my thinking based on re-reading an article by George Hartman in the Investment Executive (November 2010).

Hartman was writing about how seminars are making a comeback. He was reviewing the 3rd edition ...

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Some Surprising Statistics

Published on February 16, 2011 by

Wondering why you haven’t carried out your estate planning resolutions yet?

According to one survey of 831 lawyers in the U.S., you may not be alone.

WealthCounsel, a nationwide organization of estate planning attorneys, in its January 2011 (Trusts & Estates) magazine summarized the key finding that most Americans do ...

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Executors – Key Questions to Ask Before Hiring Your Probate Lawyer

Published on January 7, 2011 by

Looking for a lawyer is a terrifying experience. I can give you some pointers to avoid making a costly mistake in this post.

Even I know how hard it is to find the right lawyer. I hired lawyers for clients and my own business needs. Like you, I wonder, if ...

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10 Reasons Why Estate Planning Stinks

Published on January 22, 2010 by

Here they are. Don't worry, I will give you the antidotes in future posts:

1. Thinking about death It may be frightening, but it’s inevitable. So why wait?

2. Taxes Income, estate, and probate taxes…need I say more? You do not have too pay too much.

3. Estate planning has ...

Published in Estate Planning
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