Gary Schatsky Quotations

At the time you are most vulnerable, you want to make sure people know what you want to have happen to you. You don't want people to guess about it, or in some cases, not even be able to do what you want.

This is something I approach delicately with my clients.

Basically, the concern of NAPFA is the extraordinary expense often associated with these insurance policies, ... The problem with a lot of these high cost products is that they attempt to push hot buttons with consumers. They ask, 'do you want to pay taxes?' Obviously, you don't. But the NAPFA approach is to look at your overall financial picture and do it on an unbiased, non-partial basis.

It's not like law or medicine where there are extraordinary standards.

If you have a choice, pick a different departure date.

If you have options all you have is the promise of money. It's like the lottery.

War gets people thinking about mortality even if they aren't going to be doing any fighting themselves. Now's a good time to look at whether you have the right life insurance coverage and to make sure your estate plan is in order.

Now more than ever people's financial futures are in their own hands.

This is a very complex area. In setting up a trust, I would always seek professional help?trusts are a lot more complicated than doing a tax return.

You should get good, unbiased advice. It's an intricate analysis.