Advisors Can Positively Impact Referrals via Estate Planning
Read about how Estate Planning can become a mechanism for increasing referrals in addition to being a service clients most trust their advisor to oversee.
3 min read
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Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
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Legal Trends In Estate Planning 2023: Part 2
This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.
7 min read
Legal Trends In Estate Planning 2023: Part 1
This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.
9 min read
A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way
Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.
4 min read
2023 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning
The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…
3 min read