December 12th, 2022
Originally published in wealthmanagement.com. Defensive practices and planning ahead is key. Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on […]
December 5th, 2022
Date and Time: Thursday December 8, 2022 4-5:30 pm EST Register Here Course Description: 2022 is quickly coming to a close and there are still valuable tax and estate […]
November 28th, 2022
Originally posted on Forbes.com Introduction The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? […]
October 20th, 2022
Date and Time: Thursday, November 3, 2022 4-5:30 pm ET. Register Here Course Description: This presentation will discuss three possible approaches that estate planning professionals, and in particular, insurance professionals, […]
September 19th, 2022
Date and Time: September 21, 2022 4-5:30pm ET Register Here Course Description: Asset protection planning remains vital for many if not most clients. For the past few years clients have been hyper […]
September 14th, 2022
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2979. Raia v. Lowenstein Sandler, LLP – Thoughts on a Recent Malpractice Case, addressed how […]
September 7th, 2022
Date and Time: September 8, 2022 4-5pm ET Register Here Course Description: Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three […]
September 5th, 2022
Originally posted on Forbes.com Do you know what is in your old Trust documents? Introduction Recently a financial adviser requested that I review an insurance trust for […]
September 5th, 2022
Originally posted on Forbes.com Technical but Common and Important This is a bit complicated, but don’t dismiss this as it may very well affect your estate plan and the […]
September 5th, 2022
Originally posted on Forbes.com What is Sarcoidosis: Sarcoidosis (pronounced SAR-COY-DOE-SIS) is an inflammatory disease characterized by the formation of granulomas—tiny clumps of inflammatory cells—in one or more organs of […]