As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge [...]
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and [...]
E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]
Good financial planning is not about what you make – it’s about what you keep. Protecting your clients’ financial assets from the estate tax is one way to maximize family wealth. However, the costs of long-term care have largely [...]
