February 2nd, 2022
Trusts & Estate’s Magazine July 2020 The modern estate-planning attorney will represent a significant number of lesbian, gay, bisexual, transgender and queer (LGBTQ) clients or clients who have family members […]
January 31st, 2022
Trusts & Estate’s Magazine February 2021 Would you like to increase the value of your practice? Diversity is the answer. No really. The more diverse and rich your life and […]
January 31st, 2022
Originally posted on wealthmanagement.com Mental health issues, despite their common occurrence, are ignored in conferences and planning. One rarely discussed mental health issue that practitioners should be aware of is […]
January 31st, 2022
Originally posted on wealthmanagement.com During lockdown and the slow reopening, here’s another home project that will benefit your clients (and help you help them better). Your client will also be […]
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 […]
January 26th, 2022
Trusts & Estate’s Magazine April 2012 Many clients are planning to make large gifts before the end of 2012, to take advantage of what may be a fleeting opportunity to […]
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 […]
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 […]
January 25th, 2022
Originally posted on wealthmanagement.com One of the themes of many of the presentations at Heckerling this year is the growing importance of income tax planning considerations to estate planning. Many […]
January 25th, 2022
Originally posted on wealthmanagement.com Certified public accountants tend to be practical folk, and they often view estate planning from a different lens than perhaps attorneys sometimes do. For my last column from […]