Estate and Trust Administration for CPAs and Financial Advisors

Estate Planning for Unmarried and Same-Sex Couples — A 2021 Update

Managing Capital Gains Tax in 2021 and Beyond

The Top 22 Overlooked Uses of Life Insurance

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP)

Strategic & Tactical Roth Conversions After the SECURE Act

Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday

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