Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

If you live in a high income tax state, you probably lean forward when you hear Nevada because of its zero state income tax and because of its dyn...

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Trust 10/21/2020

Simplifying Nevada Trusts

This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts.

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Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

As the situation stands today, even if President Trump is reelected, the estate tax exemption is set to sunset in 2026 from $11.58 or $23.16 millio...

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Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

Like an old Jerry Lewis telethon (younger professionals reading this are asking who is Jerry Lewis and what is a telethon?) my phone started ringin...

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Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Seeking to develop initial relationships, we need to get conversations going.

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Trust 9/29/2020

Doing Well, While Doing Good

Whether it is the place you worship, the school you went to, or an organization you are passionate about, heartfelt gifting may not only occupy a c...

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Financial Advisors 9/22/2020

How to Stop Client Errors Before They Cost Time and Money

It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m...

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