Download the 2021 Winter Newsletter
In This Issue:
- Mentoring and How to Do It at Home written by Robert H. Louis, Esq.
- Power of Appointment - Best Thing Since Sliced Bread written by Joel S. Luber, Esq.
- Consolidated Appropriations Act of 2021 Update: Your Clients May Call You About These Changes written by Rachel M. Kieser, CPA, MT
- A Wait-and-See Legacy Planning Approach: Maintain Flexibility While Getting a Foot in the Door written by Michael C. DeFillipo, CLU, ChFC
- Explaining the Accredited Estate Planner Designation written by Tim Zeigler