1st Annual Non-Grantor Trust State Income Tax Chart

5th Annual Domestic Asset Protection Trust State Rankings Chart

LISI 60-Second Planner: Key Elements of the President’s 2014 Budget Proposal

AICPA Podcast: “President Obama’s 2014 Budget Proposal

Portability vs. “B” Funding Comparison Chart

Summary of Alternate Ways to Protect a House (2013)

2nd Annual Dynasty Trust Jurisdiction State Rankings Chart

1st Annual Trust Decanting State Rankings Chart

33 Key Things to Know About Form 8939

From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview