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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For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One ph...
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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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On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust...
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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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