Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as a death knell to using U.S.-based domestic asset protection trusts, known as DAPTs ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

Writing marketing letters to get clients is a form of direct mail marketing. While this approach typically features mass mailings, whether via email or regular post, you can increase your odds for ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated ...

It is an honor to be asked to be someone’s character reference. But even if you are enthused about helping a friend or colleague out, you might feel a little intimidated by the prospect of putting the ...