Archive for April, 2009

Three Paralyzing Fears That Stop People From Planning Their Estate

Monday, April 27th, 2009

1.Planning For My Death Will Hasten My DeathMany times, while discussing estate planning with clients, I have encountered hesitation from clients due to the very real fear that preparing for death can bring about death.Surprisingly, this is a very real fear experienced by many people.I have had clients become nervous ...

Start Making Inheritance Planning Now

Saturday, April 25th, 2009

Death is inevitable in our lives. Even if you don't want it, it will still happen to you. The time however is not known- we can never tell when it will be. Before saying goodbye to the whole wide world, you must be prepared. One thing you must consider is ...

New Opportunities Arise From Bank of America’s Wealth Management Division’s Reported Figures

Friday, April 24th, 2009

Bank of America and Merrill Lynch's recently reported numbers indicates that approximately $1 trillion in assets has been cleared from their wealth management division since their merger in September 2008. Bank of America reported approximately $700 billion in their wealth management division, however this included Merrill Lynch's wealth management division ...