QUICK QUESTIONS
6 Quick questions about the future of your estate plan
Do you understand how current economic trends and future tax changes could potentially impact your estate and gift exemptions?

With elections looming, interest rates trending upwards and other changes on the horizon, it’s important to stay up to date and work with your tax advisors to update your estate plan as needed. There are steps you can take now to protect your assets for your beneficiaries and benefit from current laws before they change.

Download these quick questions to learn more.

How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

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Scott Goldberger, JD

Principal, Estate & Trust

Boca Raton