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Executing Estate Planning Documents During the Pandemic and the Slow Return to the “New Normal”

June 18th, 2020

The current COVID-19 pandemic has made it more important than ever for individuals to establish (or update) their core estate planning documents. These core documents will generally include a will […]

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Free Webinar Materials: SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients

June 1st, 2020

Course Description:  The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over […]

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Free Webinar Materials: SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients

June 1st, 2020

Course Description:  Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients […]

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