Practical Practice Solutions: What to Tell Clients in 2025

Published on January 21, 2025

Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.

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Responding to Inflation With a Charitable Gift Annuity?

January 21, 2025
Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes.

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

January 21, 2025
Practical steps for continuing to accelerate growth.