International/Cross-Border Knowledge Circle
Jonathan Lachowitz, CFP
Practice Mgmt of Mid-size Cross-Border RIA Firm
J.P. Morgan Securities, LLC
Boynton Beach, FL
LP an Associates
I am curious how your transition went and how you like using XLR8. I am debating a switch to a Salesforce overlay and would love to hear your experience.
I want to say , again, THANKS A LOT, LAURA: for the service and passion dedicated to the FPA community and mainly to this Group and to other FPA Groups ( the European group, in the past, for example ) during a very long time frame ...I remember...
This message has been cross posted to the following Discussions: All Member Open Forum and Retirement Planning .
Here are some thoughts (not necessarily specific recommendations):
Re: medicare. If your clients plan on having medical coverage, Medicare will not provide payments for services outside of US borders. They will have to be in...
This question pertains to funding a bypass trust to avoid MD estate taxes.
By way of simple example: couple jointly...