Tag: Tax Exempt Trusts
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Why Doesn’t Your Client Act? 4 Factors to Guide Financial Decision-Making
Advisors can spend hours explaining a great solution to their clients, only to have those clients not act on the solution. There’s no magic bullet. But sometimes clients appreciate it when their advisor helps them identify what’s making the decision hard. What makes a decision difficult? Decision analysts have found…
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Are Your Clients Choosing to Pay $2.5 Million in Unnecessary Taxes?
Every week, we meet with advisors who have a client who is choosing to pay two and a half million in taxes that could be permanently and legally avoided. Before you say that none of your clients would ever make such a choice, you might want to see why we…
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Death And Taxes
Are your clients paying more than their fair share of taxes? The chances are high that they feel they are. And the statistics suggest they might be right. What Level of Taxation is Fair?The US Government claims that “taxes are the price we pay for a civilized society.” That claim…
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