Financial Planning

Use trusts for incapacity planning

There are ways to ensure your property is protected if you become mentally incapable of managing it.

By Staff |September 5, 2013

2 min read

Discussing education savings with clients

Need to get your client thinking about education savings options in front of a client? Try these tips.

September 5, 2013

1 min read

Equalize an inadequate inheritance

Emotional devastation caused by the death of a spouse can be compounded by serious financial worries.

By Staff |September 5, 2013

2 min read

Planner: Budgeting seminar

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

September 4, 2013

2 min read