Yearly Archives

2018

Depth vs. Width

Word of Mouth Marketing Series. In "Depth vs. Width", Tim Roberts discusses how strengthening existing relationships is just as important as visibility, in marketing your practice. Nurturing the right relationships in your network is akin…

Have You Met Clayton?

Only when I began working with ILS documents did I learn what a great option the Clayton QTIP can be for flexibility in estate planning, as an alternative – or in addition to – a disclaimer plan. Had I not started working with ILS, I…

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