Free Webinar: Year End Estate Planning

December 21st, 2022

Date and Time: Thursday December 22, 2022 4-5:30 pm ET Register Here   Course Description: Year-end tax planning 2022 is different from prior years. Practitioners might recommend traditional annual gift planning […]

The Modern Revocable Trust

March 31st, 2022

The high federal estate tax exemption may have reduced the urgency of estate tax planning, but it does not reduce its critical importance.  Herewith, an examination of the broad utility […]