IRS Issues Informal CARES Guidance on IRAs and Qualified Plans – New FAQs

The SECURE Act’s Three Leading Fiduciary Trust Income Tax Planning Strategies

An In-Depth Look at CRTs Following the SECURE Act

The Traps & Tricks of Drafting IRA Trusts & Beneficiary Forms After the SECURE Act

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