Today, the estate planner needs to master two new protocols that didn’t exist three decades ago, when I started my law practice. In 1984, even with a Jules Verne-like imagination, it would have been hard to conjecture about these two new...
The Protecting Americans from Tax Hikes Act of 2015 (PATH) represented the successful culmination of efforts to make permanent the provision that allows individuals over age 70½ to make tax-free distributions to qualified charities from a traditi...
Helping founders who are ready to retire
How wealth management advisors can make breakthroughs
Four important, but often overlooked, planning scenarios