Uncategorized

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!

15 Mar, 2018 in Stories / Uncategorized by Gil Gordon

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 ...

15 Sep, 2017 in Uncategorized by Gil Gordon

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

1 Jul, 2017 in Uncategorized by Gil Gordon

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

1 Apr, 2017 in Uncategorized by Gil Gordon

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 […]

The Case for Estate Planning Services

1 Mar, 2017 in Uncategorized by Gil Gordon

Estate Planning For LifeAn efficient, easy-to-use, online system which enables advisers to take on a project management role and gain a holistic view of the client’s estate planning situation.New feature – simplified ‘lite’ processOption to conduct the full estate planning process with multiple reports or a ‘lite’ version for less complex clients with a new ‘lite’ report.Learn […]

New version of Estate Planning for Life released

4 Jul, 2016 in Uncategorized by Gil Gordon