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On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). The Act significantly impacts the estate planning that advisors will recommend to their clients, as...
In my early years of practice (almost 30 years ago), I was fortunate to represent an outstanding young couple, Jack and Mary. When we first met, they had been married about seven years and had five young children. Jack was an unusually talented...
For those of us in the business of providing client services, success is heavily dependent on our ability to offer the most comprehensive, cutting-edge information available. No matter how good we may be individually, we can always be better by...
