Trusts & Estates

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Trusts & Estates

Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts

This article is a continuation of a series of “how tos” for funding various types of assets. The scope of this article will review how to fund publicly traded stocks, bonds and investment accounts to a client’s revocable living trust.

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Trusts & Estates

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Save time with our consolidated Federal Estate, Gift, and GST Tax Exemptions & Rates: Quick Reference Guide—a must-have for estate planning attorneys seeking quick access to key transfer tax data.

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Trusts & Estates

National Elder Law Month 2025 - Free Marketing Package

May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.

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