eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

NOVEMBER 15, 2022

You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. 3 Use Gratitude to Lift Your Spirits.

Financial Planning 76

Financial Planning Planning Clients CFP 76