Trusts & Estates
read
Trusts & Estates
Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans
Estate plans are only effective when they accurately reflect your clients’ circumstances, as well as current state and federal tax law. Neglected estate plans not only jeopardize your clients’ estate planning wishes, but may also negatively impact their loved ones, not to mention themselves.
Read our Insight Brief, “Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans” to learn more.
Topics
Complete the form to get your free guide
Related Resources
read
Trusts & Estates
WealthCounsel Quarterly, Volume 19, No. 1—Winter 2025 Issue
This issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
read
Trusts & Estates
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More
read
Trusts & Estates