Ethics When Representing Married Couples in Estate Planning

Published on January 20, 2026

Estate plans are built on assumptions, and one of the biggest assumptions we make is that a marriage will last.

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The Bipolar Economy, Part 2

January 20, 2026
Today we continue my 2026 economic and market forecast. Last week I described our current environment as The Bipolar Economy, featuring wild and frequent mood swings. We could also add psychosis to the symptom list.

Ethical and Tax Considerations for SLATs

January 20, 2026
Best practices for estate planners.