Recent Stories From This Author

Do Powers of Attorney Need New Gifting Rules?

Estate Planning Tips: Before & After Client's Death

Does Estate Planning Still Matter?

New Ideas for Charitable Remainder Trusts

Big Ideas in Estate Planning Now

Estate Planning Dangers to Avoid

New Flexibility for Bypass Trusts

Navigating Through New Tax Rules

New Take on Trust Strategy

Time for a New Estate Planning Strategy?

The Post-Fiscal Cliff Estate Plan

What's a MILIT?

Wealthy Need New Trust Strategy

Estate Planning Game Changer

Tax Deal a Game Changer for Estate Planning

Estate Planning Trick: Use Self-Settled Trusts

Preventing Client Abuse: Financial Advisors Are Vulnerable

Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions

Highly Versatile Tools: Consider Family Limited Partnerships

The Human Factor

The July Issue is now online!


Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here