The ability to help others with their wills/trust and POA's has been rewarding. Knowing the UFADAA rules is vitally important in this planning and I have become a trusted source for my clients as most had no idea how this affected their estate planning.

Hello all MDs. In your whale hunting efforts have you come up across any car lovers? If so, I've got this beauty they may be interested in. For the MD that introduces a buyer there's a 1% finders fee! Pretty easy day at the office :). https://www.autotrader.com/marketplace/buy/chevrolet/corvette/2023/1G1YF3D39P5602618?listingId=688548826

Ryan...who created the attachment? Some of my experiences when I included this with their questionnaire prior to our intake call. (please do not reply and say do not send it, it is perceived as professional and what anyone that understands the process will appreciate, I have had positive feedback for sending it with the questionnaire, some shopped our price) They would read, "Due upfront" , and only want to pay that way, and not in full. Well that causes delay...delay.....delay, especially for us to become financial planners! My recommendations for some changes on the attachment: Rename it: "Estate Planning Process & Fee Guide" Replace "Due Upfront" with "Document Preparation Fee" Replace "Due @ Delivery" with "Estate Planning Fee" Add "Fee" Real Estate Retitling - Fee People expect to pay a "FEE" for professional advice, services that provide value for their situation Just my thoughts

The statement to one of my clients about "Don't keep me a secret" paid off yesterday with $8400 in commissions from a referral. A correct solution provided thru Redwood annuities.

Cheers to my first premium finance case! I'm so thankful for the peerless team at Redwood Tax Specialists! The back office did all the technical and sales work. I just showed up for the calls and cashed the check at the end.