Tip of the Week

Qualified Personal Residence Trust Sales in an Active Real Estate Market In advising clients who have established a qualified personal residence trust (QPRT) and are contemplating the sale of a residence, estate planners must be mindful of the rules which apply if the residence is sold. While the current low-interest rates may not favor the […]

Tip of the Week

The Increasing Importance of Digital Assets in Estate Planning The coronavirus pandemic has accelerated internet usage and creation of so-called digital assets. This in turn has increased the importance of helping clients to properly manage their digital assets when putting together an estate plan. Most clients use digital assets without really thinking about any estate […]

How to Stay Focused on Results and Increase Your Success

Ann Bachrach, The Accountable Coach https://www.hipcast.com/podcast/HNFDdw8Z Seeing the light at the end of the tunnel of a work goal can be difficult. Motivation is high in the beginning of a project, and then seems to taper off as time goes on. However, there are techniques that can be employed to be able to stay on […]

A 3-Pronged Approach to Faster Growth

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Like so many other things, the pandemic slowed down business growth for many — and not just in our industry. It’s possible your clients, or prospective clients, are worried about their own industries, making them more reluctant to reach out for financial planning. In 2019, 41% of financial advisors […]