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