http://www.inknowvision.com/blog Estate and Wealth Planning Strategies Tue, 15 Jul 2008 16:11:12 +0000 http://backend.userland.com/rss092 en So after my nightmare experience with the big phone company and their horrid web site and the order confirmation that thanked me for buying something I had not bought, the right product (an air card) did arrive. And it actually worked just fine. Had I been too quick to judge? ... http://www.inknowvision.com/blog/archives/149 GenSpring Family Offices just released its most recent study, entitled Men & Wealth. You can read all of the pertinent data by downloading the study, of course, but there are some things I find particularly interesting and puzzling. First, most of the men fit the InKnowVision client demographic perfectly: over ... http://www.inknowvision.com/blog/archives/148 So, after my harrowing experience ordering from my phone company, they managed to continue amazing me with their ineptitude. I received an e-mail confirmation thanking me for my order. For THE WRONG PRODUCT. It’s beyond my imagination that a company with a revenue and budget that ranks it among the largest ... http://www.inknowvision.com/blog/archives/147 I read a great blog the other day by Seth Godin about his frustration in dealing with a big, name brand phone company and how poor and frustrating their customer service interface was. Seth is a master of making the complicated simple and his blog pointed out how this same ... http://www.inknowvision.com/blog/archives/146 No, No I don’t mean cashing it in and calling it quits, though at times we all feel like it. I mean giving is up. At least according to Giving USA. 2007 was a record year for kindhearted Americans to support their favorite causes. We crossed over the $300 billion ... http://www.inknowvision.com/blog/archives/145 That’s what we do. We help you help your clients make intelligent decisions. Should they do an FLP sale to a GDOT? Don’t know. Let’s analyze it. See how the numbers look. Test it. Decide which assets to use. Then we’ll have a better idea. They’ll have CONTEXT. They’ll be ... http://www.inknowvision.com/blog/archives/144 When you first decided to Own Your Own Business (OYOB), you probably thought, “now, I’ll get to do what I always wanted, work with clients, practice law (financial planning, accounting, make widgets, whatever). This’ll be great.” Then reality happened and you find yourself having to select copiers and computer systems, ... http://www.inknowvision.com/blog/archives/143 I’ve spent a lot of time so far this year traveling to various meetings and conferences where there are gatherings of small pockets of advisors, financial and legal professionals mostly, all of whom are totally dedicated and committed to improving the way they serve their clients. Advisors in Philanthropy, Legacy ... http://www.inknowvision.com/blog/archives/142 Why did we start The Safe Asset Plan (TSAP to us insiders), you ask? Aren’t we busy enough? Well, lots of reasons, actually. And, yes, we are busy. Really busy. But we saw a need and decided we’d try to fill it. Stay with me here, but you’ve been asking. ... http://www.inknowvision.com/blog/archives/141 We are excited to announce our new company, The Safe Asset Plan™. After years of requests, you asked for it, and we listened. We created The Safe Asset Plan™ because we saw a growing need in a complex area; the need to serve wealthy families in protecting their wealth. We are ... http://www.inknowvision.com/blog/archives/140