Legislation, a new Uniform Principal and Income Act and reminders to plan with caution were all issues in 2018.
Tax reform, as well as economic and demographic developments, have had an effect.
Some constants in an unstable world.
Five key focus areas to encourage engagement across all generations.
Fiduciaries must navigate carefully in the coming year.
Court settlements, poor servicing of policies and low interest rates marked 2018.
Among other things, they face elimination of the 30-day retroactive election.
Tax reform provided a unique opportunity to engage with clients.
Recent developments from Congress and the courts.
