News & Insights
The Tamar Fink Way – #10September 23, 2019
Understand your clients’ and coworkers’ world. Know their challenges and frustrations. See things from their perspective. The better you understand them, the more effectively you can anticipate and meet their needs.
The Tamar Fink Way – #9September 9, 2019
Do what you say you’re going to do, when you say you’re going to do it. This includes being on time for all phone calls, appointments, meetings, and promises. If a commitment can’t be fulfilled, notify others early and agree on a new deliverable to be honored.
The Tamar Fink Way – #8August 19, 2019
See the big picture and search for the best solutions. Challenge and question what you don’t understand. Don’t accept anything at “face value” if it doesn’t make sense to you. Be curious, ask thoughtful questions, and listen intently to the answers. Dig deeper to go beyond the expected.
Top 8 Reasons You Should Be Gifting NowAugust 16, 2019
Most of us understand there are tax benefits to estate planning. But what many don’t realize are the numerous advantages inter-family gifting means for your estate plan. Here are the top 8 reasons you should be gifting now.
The Tamar Fink Way – #7August 5, 2019
Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice. Get smarter with every mistake. Learn from every experience.
The Tamar Fink Way – #6July 22, 2019
Get to know our clients, industry partners, and your coworkers on a personal level. Seek to understand what’s important to others and find out what you can do to have an impact on them and their families. Be bold and build strong, meaningful, and lasting connections through warmth, creativity, and sensitivity. Relationships built the foundation our business and our future will be determined by the value we deliver to others.
Cleaning Up Prior Estate PlanningJuly 17, 2019
Recently, the gift, estate and generation-skipping transfer (GST) tax exemptions have increased to $11.4M. The increased exemptions could allow individuals to make substantial gifts and transfer assets out of their taxable estates without triggering gift taxes. This enhanced gifting capability could be used to simplify and clean up existing plans and to remove any unwanted complexity.
The Tamar Fink Way – #5July 8, 2019
Work from the assumption that people are good, fair, honest, and that the intent behind their actions are positive. Set aside your own judgements and preconceived notions. We all expect the benefit of the doubt – make sure to give it to others.
The Tamar Fink Way – #4June 25, 2019
This past week, I was looking through some old photos on my phone when some pictures of my family during Thanksgiving suddenly struck me and made me think about the importance of meaningful appreciation. Coincidence? I don’t think so.
Preventing Bad Heir DaysJune 20, 2019
Research shows that one of parents greats fears are that their children will end up in conflict and quarrels after their gone. How can you design your plan so your heirs will cooperate, work together and not fight over what you have left them? In other words, what is the remedy for a bad "Heir" day?