| Jan 14 2020 |
New SECURE Act Affects Estate Planning for Retirement Plans |
K&L Gates LLP |
| Jan 8 2020 |
PCS Client Alert: The SECURE Act |
Wiggin and Dana LLP |
| Jan 8 2020 |
Real-Life Lessons on How Mid-Sized Companies Handle Ownership Transitions |
Ward and Smith, P.A. |
| Jan 8 2020 |
SECURE Act and Guaranteed Income (Part 1) |
Faegre Drinker |
| Jan 7 2020 |
New Year, New World: A Short Guide to the SECURE Act for Retirement Plan Sponsors and Administrators |
Proskauer Rose LLP |
| Jan 3 2020 |
Estate Planning Resolutions for 2020 |
Ward and Smith, P.A. |
| Jan 3 2020 |
Major Changes to Retirement Plans Affect Estate Planning |
Pierce Atwood LLP |
| Jan 3 2020 |
Major Changes are Impacting IRAs and QRPs – How is your Estate Plan Affected? |
Stark & Stark |
| Jan 1 2020 |
Three Factors to Consider After the Death of a Joint Bank Account Owner |
Norris McLaughlin P.A. |
| Jan 1 2020 |
Estate Planning: What Does the SECURE Act Mean for You and Your Retirement? |
Norris McLaughlin P.A. |
| Dec 31 2019 |
Five Suggestions for Elder Care If You or Your Elderly Parents Have “One Foot on the Banana Peel” |
Norris McLaughlin P.A. |
| Dec 26 2019 |
His Body Was a Key. What is Yours? |
Womble Bond Dickinson (US) LLP |
| Dec 20 2019 |
Private Client Services 2019 Year-End Advisory |
Wiggin and Dana LLP |
| Dec 20 2019 |
SECURE Act Brings About Significant Changes to IRAs |
Varnum LLP |
| Dec 18 2019 |
2020 Inflation Adjustments Impacting Individual Taxpayers |
Davis|Kuelthau, s.c. |
| Dec 12 2019 |
Real Property, Financial Services, & Title Insurance Update: Week Ending December 6, 2019 |
Carlton Fields |
| Dec 11 2019 |
2019 Year-End Estate Planning: The Question Is Not Whether to Gift, But How to Gift |
Much Shelist, P.C. |
| Nov 26 2019 |
Estate vs. Non-Estate Assets |
Stark & Stark |
| Nov 15 2019 |
Becoming a Guardian in Pennsylvania |
Stark & Stark |
| Nov 15 2019 |
What Happens to Your Home During a Divorce |
Stark & Stark |
| Nov 15 2019 |
Lifetime Transfers of Family Business Interests: An Estate Tax Planning Opportunity in Uncertain Political Times |
Ward and Smith, P.A. |
| Nov 13 2019 |
Best Interest Standard of Care for Advisors #17 |
Faegre Drinker |
| Nov 12 2019 |
Season Ticket Transfers and Estate Planning: Football |
Varnum LLP |
| Nov 7 2019 |
Of Passion, Prejudice And Punitive Damages |
McDermott Will & Schulte LLP |
| Nov 7 2019 |
2020 Cost of Living Adjustments for Retirement Plans |
Jackson Lewis P.C. |
| Nov 6 2019 |
Bank Strategy Briefing: Non-Bank Acquisition Strategies |
Godfrey & Kahn S.C. |
| Oct 31 2019 |
Live-Action Role-Playing — The Challenges of Working With Family Members |
Ward and Smith, P.A. |
| Oct 16 2019 |
ERISA-Exempt Governmental Plan Withstands Putative Class Action Challenge |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Oct 10 2019 |
Valid Execution of a Will |
Stark & Stark |
| Sep 25 2019 |
Brisk Walks and Pensions Reports |
Squire Patton Boggs (US) LLP |
| Sep 18 2019 |
In with a Bang and Out with a Whimper: Second Circuit Challenge to Popular Withdrawal Liability Calculation Method Settles |
Faegre Drinker |
| Sep 17 2019 |
Illinois Enacts New Trust Code: What Fiduciaries Need To Know |
McDermott Will & Schulte LLP |
| Sep 15 2019 |
What’s the time, Mr Wolf? |
Squire Patton Boggs (US) LLP |
| Sep 12 2019 |
Privacy Tip #207 – Digital Assets |
Robinson & Cole LLP |
| Sep 10 2019 |
Estate Planning and Millennials |
Varnum LLP |
