Successful Initial Client Interview & Closing Tips — 2-Part Series

The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package

A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)

Estate Planning Techniques in a Time of Low Interest Rates

Life Insurance and IRAs After the SECURE Act

An Advanced-Level Analysis of the SECURE Act

Everything You Need to Know About the 2020 Stimulus & Tax Bill

What Every Attorney Needs to Know to Advise Clients and Draft Under the SECURE Act

Tax & Estate Planning for IRAs After the SECURE Act

Asset Protection Other than DAPTs: Overlooked Alternatives That Will Grab Your Clients’ Attention!