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Helping Clients Responsibly Leave Wealth to Grandchildren Image
06.10.2021

Helping Clients Responsibly Leave Wealth to Grandchildren

Estate planning attorneys frequently hear from their clients...

Powers of Appointment: A Handy Tool in Your Client’s Toolbox Image
04.13.2021

Powers of Appointment: A Handy Tool in Your Client’s Toolbox

An often misunderstood but prevalent estate planning tool th...

Trust Protectors: Are They a Good Fit for Your Client? Image
03.09.2021

Trust Protectors: Are They a Good Fit for Your Client?

What Is a Trust Protector?Traditionally, the three roles tha...

Helping Clients Create an Up-to-Date Inventory Image
02.09.2021

Helping Clients Create an Up-to-Date Inventory

If your client has already done estate planning by creating ...

Is Your Client’s Estate Plan Incapacity Proof? Image
01.12.2021

Is Your Client’s Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about esta...