Download the 2021 Fall Newsletter
In this Issue:
- Decanting as an Estate Planning Tool Under Pennsylvania Law written by Samantha Heaton, Esq.
- Florida Community Property Trust - A Great Idea for Fool's Gold written by Alan Mittelman, JD, CLU and Dana Bernstein, Esq.
- Planning for the Future of Artificial Intelligence in Financial Services written by Victor Levy and Josh Eskin
- Life Insurance: 7 Observations from the First 3/4 of 2021 written by Michael C. DeFillipo, CLU, ChFC