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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.

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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