This month Gil continued his Estate Planning series in the FPA magazine with his article, “Partnering with the Lawyers”. This article builds upon the article featured in September 2017 titled “Building and Executing an Estate Planning Value Proposition” to create a distinguished estate planning offer. Please click here to read […]
Gil Gordon
I was recently talking to Andrew, a friend of mine, who shared a story of how his family were blindsided by the rapid onset of dementia in his otherwise healthy father (see below). He is upset and frustrated that the family did not get in front of the issue. […]
Ageing and Dependency: They Need Our Help!
Malcolm and Mary Malcolm and Mary were married in their early 50’s, Malcolm was widowed with 4 adult kids and Mary, a few years younger and divorced, had two teenagers from her first marriage. After living together for a while to test compatibility they sold their own houses and built a […]
A BLENDED FAMILY DOESN’T ALWAYS MEAN BLENDED MONEY
This month Gil continued his Estate Planning series in the FPA magazine with his article on “Building and Executing an Estate Planning Value Proposition”. While the previous articles were more targeted, this article gives a great overview of the elements necessary to provide a great estate planning offer. Please click here to […]
Building and executing: An estate planning value proposition within your ...
I don’t know what to do… was the frustrated comment when Joan was talking to her oldest friend Mary. ‘I’m never allowed to see my daughter, my granddaughter is 3 years old and I have never seen her even though they only live 2 hours away. And now with this […]
When You Love Them Too Much to Leave Them Any ...
In the third article in the series, Gil explains how having the information is important but not a great deal of help if no-one knows what to do with it, and how to solve this problem with a Crisis Management Plan. Gil also adds another 2 engagement ideas: Asset […]
Estate Planning Services – The Ongoing Value Proposition
In the recent Federal Court Case of Ievers vs Superannuation Complaints Tribunal, a 20 year old woman tragically died a couple of days after attempting suicide. Her super fund held a modest balance (around $37,000), but also had default life cover of $228,000. As there was no binding nomination […]
265,000 reasons your clients should talk to their children about ...
This is the third post in a series titled 4 Things the Brady Bunch Can Teach Us About Estate Planning. Marriage invalidates a will Partners do not always contribute equally to the family asset pool; Parents often want to make uneven provision for the various children; People normally want their […]
Carol Brady has died (part 3) – A Worked Example
In the second article in the series, Gil discusses what a information a client needs about their financial and personal situation if a crisis strikes, and how advisers, helping clients to collate this information, can move into the position of trusted adviser. Gil also introduces an engagement idea – […]
Estate Planning Services – A New Approach
This is the beginning of a series of articles Gil will be writing for the FPA Magazine in relation to Estate Planning. In this article Gil presents the case for Estate Planning as a service offering for accountants and advisers. Click here to read about the increasing importance of this […]