Human Aspects of Estate Planning

May 9th, 2022

Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]

56th Annual Heckerling Institute Meeting Notes

April 27th, 2022

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2953. Attending the 56th Annual Heckerling Institute on Estate Planning was another virtual experience. While we […]

Better Estate Planning

March 31st, 2022

Practical observations from the field, including: – Illustrations of holistic planning – Building the planning foundation – Planning fatigue – What a better approach can provide – Intelligent, not “simple” […]