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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working

September 29th, 2020

Practitioners have had to reimagine their firms with remote work environments, and soon a new form of office environment that will include remote work. Practitioners must balance the needs of […]

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CRTs: Planning Options for Clients with Existing CRTs

September 21st, 2020

At its inception, a Charitable Remainder Trust (CRT) is a good fit for a client’s situation. But a CRT is an irrevocable trust—its terms cannot be changed—but investment performance and […]

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Life Insurance – Practical Planning Ideas for Late 2020

September 16th, 2020

This webinar will discuss practical life insurance planning ideas for the last part of 2020. With the prospects of a change in administration in Washington (or not) that could result […]

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Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan

September 8th, 2020

Wealthy individuals who wait to take planning action to eliminate estate taxes may lose the ability to use their current $11,580,000 estate and gift tax exemption. While no one can […]

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