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  • Addictions and Impaired Clients: Estate and Related Planning Considerations

    July 15, 2021

    Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol....
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  • NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)

    June 24, 2021

    This program is designed for financial planning practitioners and will address how adviser....
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  • Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

    April 29, 2021

    Using a separate/special revocable trust to preserve the separate property characterizatio....
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  • The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!

    April 27, 2021

    Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause ....
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  • Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year

    April 22, 2021

    How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr....
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  • Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look

    April 6, 2021

    Democratic Estate Tax Proposals could dramatically alter estate and related planning. Clie....
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  • Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

    April 1, 2021

    Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, veh....
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  • 2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth

    February 25, 2021

    We’ve now had some time to reflect on the results of the GA runoff election and see the ....
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  • GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years

    January 12, 2021

    The tax world is likely to change (yet again!) and if so, that will have far-reaching econ....
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  • Post-Election Estate Planning What to Do For Clients In November and December of 2020

    November 23, 2020

    The 2020 election demonstrated that the projected Democratic sweep did not occur. Former V....
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