Posts Tagged ‘ Law firm ’

MDP Ethics (or “I’m a CFP Again, But Keep it on the Down Low”)

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I would like to take this opportunity to announce that I am once again a Certified Financial Planner (CFP).  I took a brief hiatus from this designation but now have re-qualified.  I am now entering my 15th year of CFP-dom.  Read more...

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Estate Planning Fees: The 6 Levels of Service

IRS Building -- Washington DC

The distinguished blogger Hani Sarji, in his excellent forbes.com blog “Estate of Confusion”, has recently posted twice about estate planning fees.  Here, I continue the discussion by describing what I see as the six available levels of service for estate planning.  Be sure to pay close attention to the pros and cons for each as…

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