Thank you for joining us for today's presentation on 2020 year-end estate planning strategies to implement now with Carlyn McCaffrey and Jonathan Blattmachr. Watch the video below. View PDF...
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This presentation will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer d...
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Watch the video below on Catholic Estate Planning. we make clear why it is important for estate planners to be mindful of how Catholic religious imperatives and views affect financial and estate planning. View ...
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Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious ...
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