How do you get a credit report for a deceased person, without being the executor?

Anyone else holding out to 1 year AT LEAST, in order to get long term cap gains tax rate? 🙏🏻 every day passing is a day closer

How do y’ll save money on taxes? Other than obvious routes like 401k.

Hello :) I am moving locally within the Bay Area in couple of weeks and all the movers & packers I am getting quotes from, prefer to be paid in cash (there is a convenience fee with credit card payment). What are the advantages/disadvantages of either method of payment? Thanks :)

Lebron James has extended his contract for $97.1 million including two mandatory years and an optional third one. Why does someone need so much money in their life?

What trading platform do you use? I was thinking of switching to TD Ameritrade think or swim, but wanted to see if they were any better options

What is the best way to handle group financial consolidation in a multinational company?

Coworker got fired because they stole my clients! We have a policy stating that the realtor who initiated the contact should be the one closing the deal to give them a fair chance. I feel bad but they should have read the policy...

Hey Londoners! I’m about to move to London and hunting for a place to live (on a mid-level salary).
Could you please share how much rent do you currently pay and where do you live (area/no. of rooms)?

I was hoping to live alone but everything seems over the top expensive

hi,
i got a offer letter from hsbc before baground verification but i taken education loan for my MBA this year 2022 but my tenure to pay is not occurred. i had credit score of 728 . is there any chance of getting revoke of offer letter

Which bank account is better for salary account?

HDFC
Axis

Real estate Tax question: I have a personal property and investment property in Florida. I am about to pay one off. Should I pay off the investment property or the personal home?

Any recommendations on credit cards with lounge access? Currently have the Chase Sapphire Reserve which has Priority Pass, but have been turned away from lounges not accepting PP at peak times

People worrying today should read books on trading psychology! Not being patronizing- it will help you in the future, not just for investments but for doing better in life!

Hello fishes, please suggest me some tax saving methods as iam getting around 10k got deducted in tax.thanks in advance.

Mergers? Fcb and McCann health probably merging? What do you think? And who stays who gets canned

I need help from an accountant or a financial analyst. I need to compare fed vs private company retirement and help me create a retirement plan. I will pay for the services. Thank you

Have 50k in brokerage to put towards buying a place in Atlanta. Young 20 something who's lease is ending soon

Roth IRA and 401k are well funded but don't want to pull from there.

Should I buy and rent the extra bedrooms to friends, or stay renting and put savings in stock market?

Don’t mix Investment and Insurance.
Buy term insurance in your early age.
Invest mix mode equity and debt .
Ping me for invest and insurance help.
Also get discount price for insurance

If anyone wants to sign up for wealthsimple cash you get 25$ when you use my code $lizt

Is paying a career coach worth it? $4000-$5000. I was looking at Madeline Mann. How true are the success stories?

What are the life sciences opportunities in UAE? I know there’s is a lot of public sector (from KSA) or finance work but is there other life sciences opportunities? Similar to what LEK, ZS, Putnam, Clearview etc all do?

Anyone working/ having idea of analytics profile in Razorpay. Happy to connect in dm or reply on the thread. Thanks Razorpay software private limited

What do I say and resign to get released early? Cant wait for 3 months notice period to get over.

How much is the variable pay out for L9 employee if max of 27% is 450000, how much can we expect.

When you sell a dedicated website for a special deal, do you give the CRM for free? Is vTiger CRM your advice? Otherwise, what are your most common recommendations about CRM?

Throughout my career, I have worked at both “traditional” and “digital” shops. My current agency would fall under traditional but also offers digital services. Our process, roles and skillsets seem way outdated but I wasn’t sure if it was just my opinion or if this is just how it works. For example, we have no CTO or tech leads. Our digital producers feel more like project managers than actual producers. Account Management is just traditional, no real digital knowledge. Feels layered and dated.

I have an interview for a financial advisor at TD any tips would appreciated on nailing this interview. Please also tell me about negotiatiating a reasonable salary for the position

I’m leaving Big four and heading to a regional firm in DC practicing in Tax. Any advice on the transition?

I will start managing the sales team I’m part of and transition from being a peer to becoming their manager. Any advice on how to make this change as smooth as possible?

What are people's deciding factors between working for a Reseller vs Vendor?

Not sure if this is the right forum but - my H1B extension has been approved (just got to know today) but my driving license will expire soon. Can my license be renewed without the original extension petition? Or do I need to wait for the originals to come in. Trying to understand what do I need to carry to the DMV. Based in CA. Couldn’t find a lot of info online, appreciate any help and advice!

And to throw into the mix, my lease is up so will be shifting to a new address soon.

How is life in Capgemini?

Anybody else also having the layoffs anxiety already ? Any update/rumours about GL ?

Curious to know what would be the base salary range for Project Managers in IT implementations in the Houston, TX area. 14 yrs total IT experience and 5 yrs as a PM.

How long does D background check usually happen? Just got an offer today, should I submit the background check and wait for results? A US citizen now but college records aren't from here, what the group thoughts on this?

SALARY CHECK - what is the base salary for SIP consultant at ZS London office?

Do you know what is the salary range for a Senior Manager II at Walmart Home Office?

Anyone in CA use the FORE! Trust software and have a good experience with it? TIA!

What creative ways are you drafting for clients with net assets well over the lifetime exemption?

What’s y’all’s favorite EP document generating software system? California systems a plus!

Is anyone else getting absolutely slammed with work this month?

For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

For estate planning attorneys at big firms, how much do you generally bill per month? Do you usually get your bonus, or if not, are you very far off?

4th year Trust & Estate attorney at boutique firm in LA serving ultra high net worth clients. Trying to determine whether my compensation is fair. Any others in similar positions willing to share their salary/bonus information? Thanks!

Hello All,

I am interested in Estate Planning but have no experience. How do I break into this practice?
Located in NYC

Recommendations for facilitator training for lawyers? More and more of my T&E practice is shifting to requests to facilitate family meetings on business succession, something I enjoy but have no formal training in. Would like to explore some training to add tools to my toolbox.

Best practices for funding a home into RLT if there is an existing mortgage? What type of deed? Title insurance considerations? Thanks

Any advice for a first year attorney in litigation considering switching to this area?

I have a dear friend whose mother just passed from diabetes. She was on government assistance. Didn’t own a home. Had upwards of 60k in medical bills. Yesterday alone he received 7k in new bills

Any attorneys in the Bay Area practicing just in estate planning (not litigation), can you give your take on whether you would get enough business to do only planning? I'm currently doing family law and I want to start moving away from litigation. For family law there really isn't a non litigation role that produces enough business (i.e. mediation). I do okay, but definitely have to take on more litigation than I prefer. I was thinking estate planning might be a good addition to the mix.

How much are you charging for trust administration? % or hourly?

Where is everyone buying their EP portfolios for clients?

Can others share where you were at by your 3rd/4th year in estate planning in terms of plans/complexity of cases you were overseeing? Is it normal to still have all your plans reviewed by a more senior attorney 3-4 years in?

I am wondering which drafting software everyone uses or likes. For years I have used WealthCounsel and more recently ElderCounsel, but I find them too expensive. I also do a good number of Special Needs Trusts as part of my practice. Any advice on a more reasonably priced drafting software?

Are Estate planners very busy during covid? Some have told me they are not and it surprised me.

What type of binding do you prefer/use for original estate planning documents (Wills, Trust Agreements, and Powers of Attorney)? I have seen everything from a staple (with and without a blue back), 3-prong folders, and just a binder clip.