Charitable Mindset: What Are Clients Thinking?
Ian Salzman2025-07-01T12:30:42-04:00Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. [...]
A Case Study for Charitable Clients
Ian Salzman2025-07-01T12:29:04-04:00As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while [...]
Advancing Your Purpose: Considerations for a Philanthropic Retirement
Ian Salzman2025-07-01T12:21:39-04:00If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might [...]