The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine

Estate Planning in a Still Uncertain Tax World

Year-End Planning in 2021 for the Mass Affluent

The Intersection of Estate Planning and Crypto

2021 Tax Reform: A Deeper Dive Into Trust & Estate Planning Issues

How to Sell More Living Trusts Even in States Where Wills Remain Popular

How to Set Your Post-Death Administration Fees—So You Actually Make a Profit!

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