Year-End Planning in 2020 Including Planning for a Biden Administration

Convert Prospects with Other Attorneys’ Trusts Into Clients!

The 30 Most Common Trusts: What You Need to Know

Fixing Old “B” Trusts

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

An In-Depth Look at CRTs Following the SECURE Act

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