Does your law firm, CPA firm, and financial advisory firm practice a “caring for clients” model or approach? If you take sixty seconds to consider this, you’ll know the answer. If the answer is “no”, your estate or eldercare plan is directly on course for failure. Integral parts of a professional caring for clients model include follow up, education, updating, and on-going attention to fine details and nuances – the keys to planning success.
- Exceptions to the Early Withdrawal Penalty for IRAs, 401(k)s, and Other Qualified Plans
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
- The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?