Foundational Estate Planning Archives

Transforming Your Practice: The Client-Centric Journey

Post author:Cheri Duryea
Post published:November 28, 2023
Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bromberg & Newman November 28, 2023

If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000

Post author:Cheri Duryea
Post published:November 14, 2023
Post category:Foundational Estate Planning

Guest: Mitchell Hockenbury 1440 Financial Partners November 14, 2023

Automation and AI Opportunities for Estate Planners

Post author:Cheri Duryea
Post published:October 17, 2023
Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023

Client Focused Estate Planning

Post author:Cheri Duryea
Post published:September 26, 2023
Post category:Foundational Estate Planning

Guest: Anne Burnett Burnett Willson Law September 26, 2023

Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.

Income Tax Considerations for Estate Planning Part 2

Post author:Cheri Duryea
Post published:September 12, 2023
Post category:Foundational Estate Planning

Guest: Abbie Everist RSM Washington National September 12, 2023

Preserving Dignity in Estate Planning

Post author:Cheri Duryea
Post published:September 5, 2023
Post category:Foundational Estate Planning

Guest: Amanda Koplin. LPC Koplin Consulting September 5, 2023

Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.