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  • Advising the Pro Athlete-Estate and Financial Planning

    March 13, 2013

    Professional athletes (as well as entertainers and those with "star" power) face unique es....
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  • Aging Parents Estate, Financial and Related Planning

    February 12, 2013

    The population is aging. People are living longer. What steps can be taken to make those g....
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  • Estate and Financial Planning for Those Living with Alzheimer’s Disease

    Planning for someone diagnosed with Alzheimer's disease, or who has a loved one living wit....
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  • Highlights of Heckerling 2015

    This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
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  • Annual Exclusion Gifts in the New Tax Landscape

    Annual exclusion gifts can be made to any number of people in any year. In 2017 this figur....
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  • Care Managers Role in the Estate Planning Process

    For the elderly and those living with chronic disease or other health challenges the role ....
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  • The Human Aspects of Estate Planning

    Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflat....
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  • 2012 Gift Planning Follow Through

    2012 was a remarkable and unique year for estate planning. The gift tax exemption in 2012 ....
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  • Planning Using The Multi-Purpose Irrevocable Life Insurance Trust

    Life insurance is a flexible and powerful financial and estate planning tool. When life in....
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  • Thinking About Finances After a Multiple Sclerosis Diagnosis

    If you’ve been recently diagnosed with Multiple Sclerosis (or many other chronic disease....
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