Patrick Carlson and Craig Hersch discuss the biggest misconceptions for wealth planners when it comes to advertising.
A healthy combination of skepticism and analysis is needed.
It’s a seismic shift for LPs and LLCs.
The increased exemptions give individuals a chance to leverage their gifting for multiple generations.
U.S. Court of Appeals for the First Circuit clarifies the governing law.
A focus on Social Security claiming strategies.
An update on the estate planning implications.
Some trends we may expect to see.
The federal estate tax is now expected to apply to only two out of every 1,000 Americans.
A family friend seeks to be appointed as administrator.