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!

New Life Expectancy Rules for IRAs (Including Complex Post-Mortem Transitional Provisions Every Estate Planner Must Know!)

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

What CPA’s Should Know About Trust Instruments

Everything You Need to Know About Decanting an Irrevocable Trust – 2-Part Series

Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

Proper Post-Death Administration of IRA Beneficiary Trusts

Choice of Business Entity After the Tax Cuts and Jobs Act