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  • I’m buying life insurance, do I really need a trust and if so what kind?

    August 9, 2023

    A client is buying life insurance, do they really need to set up an irrevocable life insur....
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  • Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

    June 30, 2023

    Practitioners should inform clients with buy sell redemption agreements about the recent C....
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  • My mom just passed, what tax, legal and financial matters do I need to address?

    June 19, 2023

    Losing a loved one is difficult, but those challenges can be made more challenging by the ....
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  • Religion and Estate Planning

    June 16, 2023

    Many clients have strong religious beliefs, which should be reflected in their estate plan....
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  • Holistic View of Special Needs Planning: Conversation with Bernie Krooks

    May 28, 2023

    Special needs (and elder law) planning is vital to consider for most if not all clients. T....
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  • Gift tax returns are simple, why are you saying it will be so involved?

    May 19, 2023

    Clients view gift tax returns as pretty simple projects and don’t understand the cost, c....
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  • Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)

    May 14, 2023

    The Corporate Transparency Act (CTA) will require privately held entities to report detail....
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  • Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?

    April 24, 2023

    President Biden recently issued his budget on March 9, 2023, the “General Explanations o....
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  • Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine

    April 13, 2023

    There have been several recent important decisions out of the United States Tax Court, Lev....
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  • Engagement Letters For Estate Planners: Starting Off on the Right Foot

    April 3, 2023

    Retainer agreements (engagement letters) are critical to establish and document the unders....
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