Fixing Old “B” Trusts

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

Life Insurance and IRAs After the SECURE Act

Everything You Need to Know About the 2020 Stimulus & Tax Bill

Asset Protection Other than DAPTs: Overlooked Alternatives That Will Grab Your Clients’ Attention!

2019 Year-End Tax Planning

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

Proper Post-Death Administration of IRA Beneficiary Trusts

199A Lessons from Tax Prep Season, Foundational Concepts