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    • Consumer
    November 22, 2025

    Vacation Home as a Family Legacy
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    • Consumer
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    • Consumer
    November 17, 2025

    LGBTQ Special Trust Protector to Protect Your Loved Ones
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    • Consumer
    November 17, 2025

    Better Revocable Trusts
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    • Consumer

    Self-Settled Asset Protection Trust Upheld By Delaware Court
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    • Consumer

    Create An “Emergency – 911” Envelope
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    • Consumer

    Big Beautiful Bill Estate Planning Ideas
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    • Consumer

    Big Beautiful Estate Plan: Impact Of The Big Beautiful Bill (OBBBA)
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    • Consumer

    Irrevocable Trusts: Terminate, Decant Or Modify For Basis Step-Up?
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    • Consumer

    Portability: Should You File An Estate Tax Return?
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Webinars & PowerPoints

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    • Professional

    Future of the Estate Planning Profession
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    • Professional

    Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning
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    • Professional

    CRT Planning Opportunities Abound
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Video Shorts

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  • video-clip
    • Consumer
    November 22, 2025

    Vacation Home as a Family Legacy
    SEE More
  • video-clip
    • Consumer
    November 17, 2025

    What happens if I die with a Will?
    SEE More
  • video-clip
    • Consumer
    November 17, 2025

    LGBTQ Special Trust Protector to Protect Your Loved Ones
    SEE More
  • video-clip
    • Consumer
    November 17, 2025

    Better Revocable Trusts
    SEE More

Articles

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  • article
    • Consumer

    Self-Settled Asset Protection Trust Upheld By Delaware Court
    SEE More
  • article
    • Consumer

    Create An “Emergency – 911” Envelope
    SEE More
  • article
    • Consumer

    Big Beautiful Bill Estate Planning Ideas
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  • article
    • Consumer

    Big Beautiful Estate Plan: Impact Of The Big Beautiful Bill (OBBBA)
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  • article
    • Consumer

    Irrevocable Trusts: Terminate, Decant Or Modify For Basis Step-Up?
    SEE More
  • article
    • Consumer

    Portability: Should You File An Estate Tax Return?
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  • article
    • Consumer

    Recent Case Evaluates Whether Mom’s Transfer To Son Was A Loan Or Gift
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    • Consumer

    Pride Month Estate Planning Cautionary Steps To Consider
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    • Consumer

    Charitable Planning After The Big Beautiful Bill (OBBBA) Is Different
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      • Professional
      July 21, 2025

      When a Client’s Spouse/Partner Dies
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      • Professional
      July 21, 2025

      Trusts: Planning and Drafting for Divorce
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      • Professional
      July 21, 2025

      Technology, Ethics, and Estate Planning Practice Management
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    Articles

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      • Professional

      What Can Taxpayers Do to Cause Assets in Trusts They’ve Created to Be Included Back in Their Gross Estates? And If They Can, Does that Make Sense?
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      • Professional

      What To Do If Your Kid Won’t Sign A Prenuptial Agreement
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      Is Solving the Reciprocal Trust Issue Jumping from the Frying Pan into the Fire?
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      How To Avoid Estate Planning’s Biggest Mistake
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      Estate Tax Repeal – Could It Be Real?
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      • Professional

      Notes from the 59th Heckerling Institute on Estate Planning
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    Webinars & PowerPoints

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      • Professional

      Future of the Estate Planning Profession
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    • webinar
      • Professional

      Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning
      SEE More
    • webinar
      • Professional

      CRT Planning Opportunities Abound
      SEE More

    Books for Further Reading

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