Reviews written by tactical
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I would have liked him to go a little more in depth on Grantor Retained Annuity Trusts and other tax planning vehicles that he thinks are most helpful. Overall,...
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It is an important topic. I am confused on how I can order the other 3 parts of the presentation for $20. I also did not note the...
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I thought it was very worthwhile and raised a few interesting points.
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I thought it was worthwhile and an intriguing idea as a different way to start a new relationship. I work with Midwesterners who have retired in Scottsdale, so I...
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It was well done, but it is too complex of a subject to cover in one hour. This is one time where it should have been a 1.5 to...
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I thought it was one of the best that I have heard and gave me some valuable insights as to how legacy planning could help my practice.
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