Estate Planning New Year’s Resolutions

January 17th, 2023

Originally published in   Here’s a sample letter encouraging clients to formulate commitments for 2023.   New Year’s is a time for resolutions, and estimates are that one-third of Americans […]

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 […]