Estate Planning

EZ Legal Forms: A Cautionary Tale Image
04.04.2014

EZ Legal Forms: A Cautionary Tale

HereĀ is a legal case that highlights the danger behind usin...

New Ruling on Accounting Firm Succession Plans Image
11.11.2013

New Ruling on Accounting Firm Succession Plans

Steve Leimberg's Employee Benefits and Retirement Planning E...

Federal Law Update: Your Ex-Spouse Could Get Your Cash! Image
06.10.2013

Federal Law Update: Your Ex-Spouse Could Get Your Cash!

Below is the latest newsletter from Steve Liemberg in which ...

Free Webinar: The Family Estate Plan Image
04.11.2013

Free Webinar: The Family Estate Plan

We are excited to share with you a free webinar from Wealth...

Conard: Buffett Is Wrong About Taxes Image
01.02.2013

Conard: Buffett Is Wrong About Taxes

Financial writer Edward Conard of Financial Advisor's magazi...

Warren Buffett and George Soros Want a Higher Estate Tax Image
12.12.2012

Warren Buffett and George Soros Want a Higher Estate Tax

An interesting opinion has been presented on the fiscal clif...