Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later.
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II - May 31, 2023
- How Tax and Non-Tax Considerations Impact Estate Planning – Part I - May 24, 2023
- What’s in President Biden’s Revenue Proposals? - May 17, 2023