Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense
The typical estate planning process entails inviting clients to decide what will happen to their wealth when they are no ...
Sunday, September 13, 2026
Tag: Planning
Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess Ep 491 With Patrick Lonergan
Welcome everyone! Welcome to the 491st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Patrick ...
What are reasonable long-term financial planning assumptions?
Studies often show that investors are overly optimistic about future rates of return. This is particularly true coming off a ...
Elder Law Attorneys Warn of Estate Planning Mistakes That Trigger Medicaid Penalties — Avoid These 5 Errors
Long-term care costs are becoming one of the biggest financial fears facing older Americans. A private nursing home room can ...
Steal these smart analogies to simplify planning for clients
At a certain point, financial planning concepts become old hat to advisors. But those advisors run the risk of using ...
Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs
A major focus in financial planning circles is the "Great Wealth Transfer" expected to unfold over the coming years, as ...
Financial Planning summit asks: Do more clients need access to alts?
Financial advisors, regulators and clients are increasingly questioning whether alternative investments should become more accessible to regular investors, not just ...
Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles
When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. ...
Nobody talks about why middle class habits — the overscheduled weekends, the obsessive home improvement, the constant low-grade planning for a future that never quite arrives — aren’t ambition, they’re the anxiety of people who grew up close enough to precarity to remember it, and have been quietly running from that memory ever since
I recently found myself spending my Saturday afternoon measuring the guest bedroom for the third time, convinced that if I ...
South Carolina Seniors Could Pay $2,000 More for Estate Planning If They Miss These Free Legal Clinics
If you’ve been putting off estate planning because of the cost, you’re not alone, and you could be leaving serious ...
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