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The New Paradigm: Wealth Transfer Planning During an Economic Downturn

Introduction - The favorable tax treatment provided by the Tax Cuts and Jobs Act, combined with historically low interest rates during the COVID-19 pandemic, has resulted in tremendous wealth transfer planning opportunities....more

[Webinar] Where are you now and where would you like to be? Trust Nexus - September 18th, 12:00 pm ET

A trust is a trust is a trust, right? But overlooking the trust situs can be a big mistake - it may govern creditor protection, privacy, reporting obligations, and maybe most important, influence state income taxation. Learn...more

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