Property or Financial Powers of Attorney Jul 01, 2020 Prudent estate planning or a source of liability? Issues in Income Shifting Aug 21, 2019 What’s past is prologue. Facing Fear of Death Oct 16, 2018 Estate planning causes people to face their own mortality; helping clients cope with this reality is vital. The Human Side of Estate Planning: Part III Sep 21, 2018 Helping clients face common fears. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. The Human Side of Estate Planning: Part II Aug 24, 2018 Three psychological phenomena that happen in every engagement. The Human Side of Estate Planning: Part 1 Jun 21, 2018 Understanding the psychological issues can help achieve a good result. Thirty-one Tips For Purposeful Planners Jun 21, 2017 Holistic ways for practitioners to achieve good planning results.