The 10 key estate-planning techniques you need to discuss with your clients in 2015.
Key takeaways and most talked about speaker presentations from the 2015 conference.
Elder care, family dynamics, succession planning, guardianships and business planning.
Testamentary transfer tax planning, spousal marital trusts, asset protection trusts, liquidity and life insurance.
What can be done if an insurance company gives a value for a policy that doesn't make sense.
What estate planners need to know now to maximize opportunities and client relationships.