In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.

In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is now available — both in print and for e-readers! In this book, Michael shares his experiences of creating and cultivating a...
By now you’ve heard that Congress has acted — even if at the eleventh hour — and they made the estate tax ‘changes’ permanent. We can bet that permanence has some impact, but if later Congresses want or need to change...
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses I could, and after law school, I went to work in the tax department of the...