Knowing and addressing your prospect’s concerns in your seminars is CRITICAL in today’s competitive marketplace. When it comes to healthcare, your baby boomer prospects are worried. Merrill-Lynch Global Wealth Management, in partnership with Age Wave, has recently published a new study that purports to take the pulse of the boomer generation. The study involved over […]

Google+ has more than 300 million active monthly users.[1] Are you one of them? The platform is full of industry leaders and it’s simple to identify who is having an influence in shaping the conversation on the subjects you are interested in. Statistics reveal who earned the most public shares for your posts, while Google+ […]

Estate planning attorneys and clients alike are interested in the lives of the famous. But, there is one thing that estate planning attorneys know that their clients probably do not: the type of estate plan you have dictates how much information will be available about your affairs to the general public after your death. If […]

Art, Antiques, Jewelry, Sports Memorabilia, Books, Wine Collections, Classic Cars, etc… These are all unique assets with unique laws that impact tax planning, estate planning and decision making. You don’t want to let your clients fall through the cracks when it comes to their tangible wealth. In my presentation “The Art of Estate Planning: What […]

Wouldn’t it be nice if we had a crystal ball when we hired salespeople? We could gaze past the haze to see into the future determining if the candidate can prospect, cold call, close, self -start and work as part of a team. Unfortunately, we don’t have a crystal ball but we do have a […]

In my last blog, I focused on how health care powers of attorney can be useful. Today, I’d like to focus on planning in general. Clients often think that estate planning is for other people: It’s for people on their death bed; or it’s for people with terminal illnesses; or it’s for the really rich. […]

Emails are a cost-effective way to nurture clients and leads and remain top of mind. But simply sending out a slew of mass emails won’t help you gain credibility, build trust and earn more business. Marketing estate planning services via email doesn’t have to be complicated. Here are six emails you must send to stay […]

Early September is back to school time. Like so many families this time of year, my husband and I set out to get our kids ready for their first day of school. Part of me was disappointed that summer had flown by so quickly. However, it was definitely a time of excitement for the kids […]

As estate planning attorneys, we do many things for clients: We help clients plan for their own disability; We help clients decide who will manage their assets and care for them when they are sick; We help clients decide what will happen with their worldly belongings when they die; We help clients transmit their family’s […]

Why is it so hard to get folks to do estate planning? The tendency to put off this important part of life can be attributed to the Terror Management Theory proposed by Dr. Ernest Becker in his Pulitzer Prize-winning book, The Denial of Death. Dr. Becker’s landmark treatise on cultural anthropology and social science looks […]