Dear Clients, Colleagues, and Friends, Client Alert was created to educate and inform. The importance of acting now cannot be overstated. Failing to do so is at your peril… One of the greatest estate tax reduction strategies used by estate planners is about to go away – forever. Act Now! Ok, while Client Alert’s Chicken Little act is over, it can say with a high degree of certainty that the […]Continue reading
Category Archives: Estate Planning
Does Comprehensive Estate Planning Really Work?
Dear Clients, Colleagues, and Friends, There have been more court decisions involving failed asset protection planning in the last two years than I can ever recall in over two decades of this focus of my practice area. What is behind this recent and unusual rash of cases? To be sure, “bad facts make bad law,” and when comprehensive estate planning (with asset and lifestyle protection) is properly implemented, these types […]Continue reading