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Estate Planning Research
Our Tax & Accounting experts provide the most in-depth commentary and analysis to guide estate planning professionals from plan development to drafting and administration of the final estate.
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Featured Products
- Advising
the Elderly or Disabled Client -- Addresses all the concerns and
special circumstances associated with this important planning challenge.
- Estate Planner's
Alert -- This monthly newsletter keeps you informed on the latest
and most important trends and offers essential practical guidance.
- Tax Planning
for Family Wealth Transfers -- Howard Zaritsky, noted author of
numerous books and articles on taxation and estate planning, examines
the many techniques for reducing a family's total tax liability and
preserving its total wealth over time.
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