Mar 6, 2025 | advisor knowledge hub, blog
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask IECF to provide a refresher course on the potential tax changes on the horizon in 2025, especially those that might impact...
Mar 6, 2025 | advisor knowledge hub, blog
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most attorneys,...
Aug 12, 2024 | blog, pac stories
Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that...
