Is your Sales Team Struggling to Meet Their Goals?

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Today’s consumers are savvy and have access to a ton of information including all that information about your competitors!  Being a salesperson in today’s global market place is very different than back in the days of Glen Gary Glen Ross – and the famed ABC of Sales (Always Be Closing).  Today, business owners and their sales teams must be digitally and socially savvy and be far more aware of not only attracting new business but retaining the clients they already have. Continue reading “Is your Sales Team Struggling to Meet Their Goals?”

Estate Planning – Creating a Trust for the Family Home [Part 1 of 3]

Putting one’s home into a trust is an increasingly popular strategy for aging homeowners and their families who want to ensure that the parents’ home is transferred to their survivors with a minimum of fuss and the fewest possible tax liabilities. It’s an excellent way both to preserve the value of what is often one’s chief asset for one’s heirs and to avoid the complexities and potential risks that can come with a traditional inheritance scenario. Unlike a will, the contents of which are part of the public record, the terms of a trust are private. And unlike a will, a trust is not subject to the review and possible challenge to the extent to which wills that are going probate are exposed. Nor will the heirs have to bear the burden of probate fees which can eat up to 7 percent of the home’s value – or wait for the process to end to gain ownership of the property. Continue reading “Estate Planning – Creating a Trust for the Family Home [Part 1 of 3]”