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  • Ensuring Client Legacy by Rethinking the Estate Planning

    May 1, 2024

    Estate planning and wealth management have evolved over the years, and advisors must adjus....
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  • Defensive Estate Planning Practices: Practical Strategies

    April 20, 2024

    Defensive practice is critical for all estate planners. The risk profile of the discipline....
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  • NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust

    April 5, 2024

    Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable a....
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  • Planning with SLATs and SLANTs Ahead of TCJA Sunset

    March 29, 2024

    The end of 2025 will result in the gift, estate and GST tax exemption being reduced by hal....
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  • Overview of Charitable Giving Techniques

    March 17, 2024

    Charitable giving is a vital component of many estate, tax, financial and related plans. T....
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  • SLATs Tailored to Serve Clients Worth $1-10M

    March 5, 2024

    The use of Spousal Lifetime Access Trusts (SLATs) is a common planning tool for the wealth....
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  • Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues

    March 4, 2024

    How many clients do you have living with chronic illness or neurological conditions? How m....
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  • Heckerling Institute on Estate Planning

    January 27, 2024

    The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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  • Corporate Transparency Act: Deeper Dive

    January 5, 2024

    There have already been many webinars discussing the Corporate Transparency Act (“CTA”....
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  • It’s 2024, What Planning Should I Think About Now?

    December 23, 2023

    New Year’s is commonly coupled with making New Year's resolutions. Just as we and our cl....
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