Resource Center

by Patrick Carlson, JD, LLM

Why do so many of us seem worried by the political and legal uncertainty surrounding taxation, healthcare, and other issues affecting our clients and our practices? One reason we’re collectively worried is that uncertainty delays action by clients and referral sources. You might have recently heard a statement like “I’ll wait to see what Trump/Congressional Republicans/the Fed/the Courts/You-Name-It does before I need to plan.”

But...what if we could reframe the conversation towards proactive planning? In this article, I argue that now is actually the time to have critical conversations and take advantage of the planning opportunities that exist now. Learn how you can.