In Estate of Elkins v. Commissioner, the decedent’s estate gets a $14 million estate tax refund

There are many aspects of the financial services industry that leave much to be desired in terms of “processes and procedures” impacting the lives of advisors and clients.  Sitting perched at the top of that stack is the inability...

For information about Conrad Teitell’s publications and lectures visit: taxwisegiving.com. For information about Cummings & Lockwood visit: cl-law.com.  

Why these are so important in estate planning

The Donald Sterling case and mental capacity

Where are aging Americans going to live?

When thinking strategically about your career, no matter what stage you’re at,  keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories...

“You’ve got to know when to hold ‘em, know when to fold ‘em.”