Enhance Due Diligence In Your Estate-Planning Practice With AI

Published on April 22, 2026

Serve clients effectively while reducing malpractice, ethics and reputational risk.

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The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore

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RJ Moore has led major financial services firms through difficult times. But, perhaps, his biggest challenge came when he was diagnosed with late-stage melanoma.

Community Property Opt-In Trusts

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Re-creating the full basis step-up in common law states.