Heckerling… It’s a Wrap

January 26th, 2022

Originally posted on wealthmanagement.com With the 2013 Heckerling Institute completed, perhaps a look back at the past week might be worthwhile. There have been, and will be, scores of articles […]

Sharia Inheritance Estate Plans

January 25th, 2022

Trusts & Estate’s Magazine September 2021 As advisors, it’s important to be sensitive to our clients’ unique values and objectives.  In many cases, a client’s planning considerations are motivated by […]

The Split-Dollar Legacy Trust

January 25th, 2022

Originally posted on wealthmanagement.com Every advisor is aware of the importance of clients making large gift transfers before 2013.  Changes to the law are expected, including a reduction in the […]