Second part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as determining how to best allocate assets as between a mar...
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First part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as important needs for the successful physician family, maki...
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Annual Charitable Contributions for Businesses after 2017 Tax Reform Sale of C Corp Stock - Code S 1202 Exclusion and Other Issues Intrafamily Business Transactions after 2018 Tax Court Case Amount of exclusion...
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We address in this Webinar the need for family meetings and legacy planning. Throughout this video, we talk about the client experience and survey results, the cost of conflict avoidance, the problem with tradi...
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Litigation relating to estate planning seems to be increasing all over the country, and it is not limited to large estates. Proactive steps can be taken now to drastically reduce the chances of your clients' wi...
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In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth. Planning for large estat...
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Marriage and Family law Estate Planning Alternative Dispute Resolution Should an Attorney Address Religious Considerations? The Goal of Estate Planning...
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While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challeng...
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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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