Estate Planning Attorney Personally Liable for Client’s Unpaid Taxes? – Houston Tax Attorneys
Estate planning and business attorneys often serve dual roles for their clients. Beyond providing legal advice, they might accept positions ...
Friday, April 3, 2026
Tag: Planning
When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
As I was checking a sports app on an entirely unrelated matter, I stumbled across an article that strayed well ...
Obstacles for advisors in succession planning
Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan.Processing ContentToday he owns Brightworks ...
What Florida Residents Need to Know — Florida Estate Planning Lawyer Blog — January 22, 2026
In late 2025, Donald Trump issued an executive order directing federal agencies to accelerate the reclassification of marijuana under the ...
In planning for retirement, worry about longevity rather than dying young
Or, as U.S. retirement guru Wade Pfau recently put it, “A retirement income plan should be based on planning to ...
Israeli financial planning co Datarails raises $70m
Israeli AI-native financial planning platform Datarails today announced the completion of a $70 million Series C financing round led ...
Why tech planning in advisor succession is essential
For advisors who fail to think through the details of succession, systems that don't integrate well and fragmented data can ...
Mentorship and Succession Planning: Cultivating the Next Generation of Legal Leaders
Succession planning is a critical component for any law firm that seeks long-term success and stability. Beyond ensuring the firm’s ...
Emotional Intelligence in Estate Planning Practices: Communicating Clearly With Stressed or Uncertain Clients
Estate planning clients rarely arrive in a purely “transactional” state of mind. They are often navigating grief, family tension, fear ...
How to do estate planning for traditional IRAs
For wealthy families, passing down a traditional individual retirement account simply transfers a big tax burden from the owner to ...
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