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Estate Planning Tips for People Under 40 – U.S. News & World Report

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Post published:September 20, 2013
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U.S. News & World ReportEstate Planning Tips for People Under 40U.S. News & World ReportEstate planning is a crucial process for everyone, regardless of wealth level, says Marc Henn, a…

Drastic changes to tax and estate planning for same-sex couples – InvestmentNews

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Post published:September 4, 2013
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U.S. News & World ReportDrastic changes to tax and estate planning for same-sex couplesInvestmentNewsCertified public accountants, tax attorneys and financial advisers will want to revisit their estate-planning techniques for same-sex…