Steve Oshins Named Wealth Advisor Top Estate Planning Attorney of 2018
Las Vegas legend takes the prize for continued outreach to wealth managers and other service to raise awareness in trusts as planning instruments.
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HNW Households Getting Anxious When Advisors Don’t Suggest Trust Planning
Most wealth management professionals are well aware of the benefits of transferring family money into trusts, but when your clients connect the dots i
The 3 Financial Planning Items You Should Review Every Birthday
Financial planning is a living, breathing entity and as we go around the sun, things are constantly changing.
The Single Biggest Mistake Made In Legacy Planning
Here is a scenario that occurs all too often
Cosby Guilty 14 Years After The Fact: Bars, Bankruptcy Or Both?
Guilty verdict carries a maximum 30-year sentence but 80-year-old comedian probably faces worse threat to an “essentially unlimited” personal fortune.
Getty-Style Blood Stains Drip into the Mellon Dynasty, Can HNW Heirs Ever Behave?
Hard drugs, shamanic retreats and a billion dollars in crypto currency add up to proof that even the best dynastic planning needs ironclad walls.
What's Holding Trusts And Estates Lawyers Back?
The Tax Cut and Jobs Act of 2017 is a key to dramatically increased revenues and income for business savvy trusts and estates lawyers.
