financial advisor

Also knowns as an investment professional, this person offers financial services, advice, and guidance to their clients.

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Everplans Professional
Financial

Task: Organize The Details About Your Money & Assets

Check out this short video from Everplans co-CEO Abby Schneiderman, and start organizing your finances.

Task: Who Are Your Financial & Legal Contacts?

You could have been seeing an accountant or attorney for decades, but does anyone in your family know who that person is?

Tips On Filing Taxes After Someone Dies

It’s not as scary as you think, especially if you get some help.

The Fiduciary Rule: Advisors Must Put Client Interests First

The on-again, off-again, and now on-again law affecting financial advisors is slated to take effect June 9, 2017.

7 Life Events That Require An Immediate Estate Plan Refresh

If you’ve experienced any of the following things, you need to update your estate plan right now.

Are Your Clients Subject To Estate Taxes Without Knowing it?

A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate...

Infographic: Retaining Family Relationships

New research finds that advisor/client relationships weaken with each passing generation.

You Just Inherited $1 Million. Now What?

Seriously, don’t run to the nearest car dealership. Think this through.

This Attorney Makes A Case Against Buying POA Forms Online

How a human touch can benefit people in need of a POA.

‘Count Your Blessings - And Determine How To Pass Them On’

Writer Chuck Jaffe learned the power of planning from his brother, who suffered from a rare disease that eventually took his life...

Helping Clients Through Emotional Situations

Death, divorce, medical crisis, and family rifts are some of the tough problems financial advisors must face. Are you prepared?

Signs Your Client Might Have A Dementia-Related Disease

How to recognize when a client might be operating at a limited mental capacity.

Advisors Should Get Ready For The Great Wealth Transfer

Is being a multigenerational firm the key to survival or more effort than it’s worth?

An Advisor’s Role In A Family Meeting

Help your clients make the most of a family meeting and have them save you a seat at the table.

How Wealthy Families Go Broke

90 percent of wealthy families lose their wealth by the third generation. What should financial advisors and their clients do to...

Routine Estate Planning Maintenance Your Clients Should Do

An estate plan is a living thing. Don’t let it wilt.

The Value Of Digital Assets And How To Maintain Them

Are these assets even being factored into estate plans? Because they should be.

How To Help Your Clients Get A Living Will In Place

Tips and advice you can offer to help your clients get an Advance Directive in place.

What Will Happen To Your Clients When You Retire?

Communicating business succession plans can be a thoughtful gesture to put your clients at ease.

Preparing For Those Golden Years Requires Gold

The cost for eldercare living arrangement can be shockingly expensive.

Not All Responsible People Have A Will. Some Are Just Lazy.

Here’s how to motivate your Will-less clients to protect their family and assets.

Does Your Family Know Who Handles Your Finances?

Identify the people in your life who have their mind on your money. (In a professional capacity, that is.)

How To Manage A Large Cash Windfall

You just came into a lot of money. Here’s your plan.