2010 Tax Act, Networking Attracting Clients, Client Communications, Social Media,
This year’s survey had a broader focus, inviting participation from all professionals involved in estate planning and wealth management. More importantly, the survey probed into the mindset of clients as...
Marital Deduction Planning, 2010 Tax Act Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRUIRJCA), Bypass Trusts, American Tax Payer Relief Act of 2012 (ATRA), Exemption Portability,
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel Portability has been heralded as a way to simplify estate planning, but a closer look reveals this is not...