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Ask First Form - Mark Prendergast
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2023: ASK First Form signed by Mark Prendergast
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Bullet point outline - IYE - Retirement Asset Planning - Claire Thornton - Spring 2023
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Bullet points outline – “Retirement Account Planning” by Claire Thornton for the Spring 2023 workshop series
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Outline - IYE - Retirement Asset Planning - Claire Thornton - Spring 2023
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“Retirement Account Planning” Presentation by Claire Thornton for the Spring 2023 workshop series
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Outline - IYM - Investment World - Neal Rutter - Spring 2023
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“Investment World” Presentation by Neal Rutter for the Spring 2023 workshop series
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How to Properly Insure Vacant Real Estate
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Why Traditional Homeowners And Landlord Policies Typically Do Not Cover Vacancy
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What You Should Know Before Hiring a Professional Fiduciary
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The following are examples of interview questions to ask before becoming a client.
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'Standing' Up for Refunds for Deceased Taxpayers
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A recent court ruling details missteps in a claim to recover an income tax overpayment.
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Responsibilities of an Executor Explained
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A brief overview of the duties and responsibilities of executors.
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Giving and getting back
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Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.
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Alternatives to Donor-Advised Funds
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The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
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