Four thought leaders provide their insights into the future of the modern estate-planning practice.
The exact role of estate planners may be difficult to define.
How reframing handoffs exponentially expands your firm’s capabilities.
Get help recognizing and diagnosing potential issues.
Putting a new conservation easement case into perspective.
A shortage of personnel at the IRS may affect how you handle audits.
The divination of discounts for lack of marketability.
Investing guidelines to build your fiduciary fitness.
Harnessing the power of positive attention.
N. Todd Angkatavanich suggests that the new year is a good time to take stock of where things stand with respect to a family’s overall structure.
