Tax Planning for the Sale of a Business

Fear Factor: “Protecting Assets by Getting into the Creditor’s Head and Controlling His Mind”

What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

Generate More Clients From Your Existing Clients – – A Tested and Proven System That Actually Works!

Estate Administration for IRAs and Qualified Plans After the SECURE Act

How to Properly Set Up Your Calendar for Success

Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance

Charity and The Tax Code (After the SECURE Act)

How to Set Your Fees: For Estate Planning Attorneys with a Living Trust-Centered Practice