Elder Law and Special Needs Update

Published on July 22, 2026

A rundown of recent court decisions

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Making Clients Matter: How Mercurio’s Principles Can Help Your Advisory Practice

July 22, 2026
When clients, specifically, feel they matter to their advisor, they engage more deeply in the planning process, follow through on recommendations, refer more frequently, and build lasting relationships that transcend market volatility.

The Rise of Donations Via Bequests May Be a Sign of Bad Planning

July 22, 2026
Advisors may be depriving their clients of the ability to take advantage of tax benefits.