Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning
A museum pass may be appreciated, but that simple scented candle just might do the trick
Give them something that strikes an emotional chord
When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives
A bank’s campaign demonstrates the importance of knowing your clients
Treadmill desks get you strolling as you answer emails and take phone calls
Replace your laptop and tablet with one handy device