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Things Advisers Should Know About Privileged Communications
Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears.
This material is for informational purposes...
Why Trusts Are the Best IRA Beneficiaries
Brent chats about how trusts may actually be the best IRA beneficiaries now.
This material is for informational purposes only. The views...
Why “I Just Want Something Simple” Is Usually a Red Flag
Brent chats about what lawyers and advisers should hear when clients ask for “simple” estate plans.
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Why Beneficiary Designations Can Break a “Perfect” Estate Plan
Brent chats about the ways that beneficiary designations can quietly, and unintentionally, override carefully drafted documents.
This...
An Unfunded Trust is Not a Failed Estate Plan
Brent chats about why an unfunded trust is often a fixable planning gap and not an estate planning disaster.
This material is for informational...
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