Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
A valuable iPad app for the trust and estate practitioner
For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers.
Three scenarios provide important lessons for attorneys and their clients
Shelton v. Tamposi clarifies roles of trustees and investment advisors
Action items for estate planners when a will or trust contest is anticipated
