Advisor to Client

Decorative pattern

Tax

Conversation starter – 5 tax and estate mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?

February 26, 2014

1 min read

Decorative pattern

Tax

What to know about death and taxes

For most of us, our final tax bill will be our highest. Here’s how make the most of your legacy.

By Elaine Blades and Scott Cummings |February 25, 2014

3 min read

Decorative pattern

Financial Planning

Grapple with challenging circumstances

Many of your clients have been with you for years and in some cases decades.

By Staff |February 25, 2014

1 min read

Decorative pattern

Tax

Conversation starter – What to know about death and taxes

Kick-start the estate planning conversation by asking your client, “Do you know your highest tax bill will be the one that’s filed after you die?”

February 25, 2014

1 min read