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Conversation starter – Prepay your funeral for peace of mind

Ask your client, “Will your family know what to do after you die?”

  • April 16, 2014 April 16, 2014
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Prepay your funeral for peace of mind

If you’re not sure how much a funeral actually costs, you’re not alone. Deal with the difficult choices now and put your mind at ease.

What’s your property risk exposure?

You could lose millions without property and casualty insurance

When to sue your employer

Constructive dismissal is difficult to prove. Here’s what employment lawyers think she should do.

  • By: Staff
  • April 4, 2014 August 1, 2018
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Critical questions for would-be executors

It’s a sign of respect to be asked to serve as an executor. Make sure you’re right for the job by asking these four questions

5 mistakes to avoid as an executor

Without a legal or financial background, being an executor can be tough going. Avoid these five common mistakes.

Grapple with challenging circumstances

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

  • By: Staff
  • February 25, 2014 February 25, 2014
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遗产规划成功的5个步骤

5 steps to estate planning success

5 steps to estate planning success

When was the last time you reviewed your will? Five steps to ensuring it still works.

5 ways companies can pay capital gains

Avoid a massive tax bill when passing on the family business.

Action idea – Making sense of wills

Need to get your client thinking about making sense of wills? Try this tip.

  • February 7, 2014 February 7, 2014
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Making sense of wills

Learn some of the legalese you’ll come across as an executor

  • By: Staff
  • February 7, 2014 August 1, 2018
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How to leverage trademarks

Trademarks, client relationships and other unconventional assets can be leveraged to help a business grow

Who will buy my company?

There are three kinds of buyers who will be interested in your company.

  • By: Mark Groulx
  • January 28, 2014 September 14, 2018
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Conversation starter – Avoid these 5 estate administration mistakes

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

  • January 24, 2014 January 24, 2014
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Before doing business with family

Business partners should consider the following what ifs, even if they think they know each other well.

When a co-owner dies

Planning for the possible death of an owner is one of the most difficult tasks business people will confront. Here are four ways to plan.

Action idea – When a co-owner dies

Need to get your client thinking about succession planning if a co-owner dies? Try this tip.

  • January 3, 2014 January 3, 2014
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Draft new powers of attorney carefully

Have you inadvertently muddied the waters for your power of attorney?

Dealing with identity theft

Empower yourself. Reclaiming your identity after it’s been stolen.

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

  • December 13, 2013 December 13, 2013
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Give the gift of life

Organ donation is one of the greatest altruistic acts. Here's what to consider when it comes to insurance

How trustee rules have changed

It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.