Seminars, workshops or webinars offer excellent ways for you to emotionally connect with your audience. That’s my thinking based on re-reading an article by George Hartman in the Investment Executive (November 2010). Hartman was writing about how seminars are making … Continue reading →

Wondering why you haven’t carried out your estate planning resolutions yet? According to one survey of 831 lawyers in the U.S., you may not be alone. WealthCounsel, a nationwide organization of estate planning attorneys, in its January 2011 (Trusts & … Continue reading →

Looking for a lawyer is a terrifying experience. I can give you some pointers to avoid making a costly mistake in this post. Even I know how hard it is to find the right lawyer. I hired lawyers for clients … Continue reading →

Here they are. Don’t worry, I will give you the antidotes in future posts: 1. Thinking about death It may be frightening, but it’s inevitable. So why wait? 2. Taxes Income, estate, and probate taxes…need I say more? You do … Continue reading →