Estate Planning Solutions Series Life Insurance & the ILIT:Creative Funding Tools for the SNT One of the things I most enjoy about being an estate planner is the ability to provide clients with solutions to very real concerns.  This is no truer than when I’m helping a family craft a plan to care for their…

Legislative Update The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA): A Cure for Our Digital Dilemma? The digital age has arguably presented the world with as many challenges as opportunities – some might even say more, though I digress.  Even the world of estate planning is not untouched by such modern issues.  The…

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