Trust & Will for Advisors looks to help determine the right estate planning coverage for clients.
Philanthropy will beat paying taxes every time.
Prepare clients for adverse changes affecting the estate tax.
These become more important as the future of federal law remains uncertain.
Trusts are one of the best vehicles to provide flexibility.
Perspective and strategies for the 2020 election.
How successful couples sidestep predictable traps and master unique challenges.