Features on Estate Planning & Taxation , Valuations and Insurance, plus columns on Tax Law Update and Tips From the Pros
Getting clients to complete and sign estate-planning documents can be a challenge
Embracing unwanted external pressures to improve the practice
An estate-planning wake-up call
Reduce risk of future resentment and dissension
Overcoming your client’s perception of a commoditized document
Employ lessons learned from going remote to make permanent changes
Set the tone for open and honest discussions about stereotypes
