Timeshares: The Getaway Your Client May Never Escape.

When your clients think of February, most of them may not envision warm, sandy beaches and tropical breezes, although many of them may wish to be in such a place when the temperature dips below freezing. Timeshare companies know all too well that when the temperatures...

Helping Your Clients Meet Old Resolutions in the New Year

As we begin a new year, there are several important needs your clients have related to estate planning that remain constant, regardless of the new year and the new laws. Often new clients come to me and say “I have been meaning to do this,” or “we’ve put this off for...