Comments

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8 Responses to “Comments”

  1. Anonymous, on October 1st, 2007 at 6:20 am Said:

    this is a great source for wealth management advisers. Keep it up!

  2. Anonymous, on October 1st, 2007 at 1:42 pm Said:

    Great idea - especially for lay people…and good to have advice from the advisors so clearly stated. I will feel comfortable having some advisors to know about when I need them.
    SS

  3. Anonymous, on October 3rd, 2007 at 11:37 pm Said:

    Wonderful article. It was very informative and had a number of great tips. I can’t wait until the next column

  4. Anonymous, on October 3rd, 2007 at 11:38 pm Said:

    We actually “got our act together” 2 years ago, and was happy to see a couple of our trusted advisors in your column. My advise to others however is to keep their advisors informed. Things change quickly in all our lives and keeping them up to date with these changes is imperative to protecting wealth. Thanks for some informative answers I was especially interested in the QPRT. Looking forward to the next installment!

  5. glo, on October 14th, 2007 at 6:47 pm Said:

    written so even I can understand it! what an invaluable resource.

  6. glo, on October 14th, 2007 at 6:50 pm Said:

    written as even i can understand it - what an invaluable and practical resource!

  7. Anonymous, on November 13th, 2007 at 6:55 am Said:

    I love that the topics help with understanding issues we need to deal with now - I learned something from the article and from every question that was answered…I am realizing how much I don’t know and need to address. Thanks for doing this!

  8. Anonymous, on January 11th, 2008 at 5:26 pm Said:

    I had no idea about the long term care discount for buisnesses. I look into it - thanks.

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