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Tips From the Pros: We Didn’t Start the Fire: Turning New Laws Into New Opportunities

James I. Dougherty advises planners on how to positively embrace change.

Today’s world is certainly a changing one. Especially in light of the current worldwide health crisis, practitioners are reminded that despite all of our hard work and planning for our clients, so much is outside of our control. While we can’t choose the hand we’re dealt, we can choose how we play it. One challenge we face as practitioners, while mundane to many outside of our industry, are changes to the statutory law that governs the estate-planning practice. We could look at changes to the

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