The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute. Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some
Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has
Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has
Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has
What is a Spousal Lifetime Access Trust (SLAT)? Spousal Lifetime Access Trust (SLAT) is an inter vivos1 irrevocable trust. The goal of a SLAT is similar to that of a bypass trust: SLATs are generally used to transfer assets out of the grantor’s estate, up to the estate and gift tax exemption amount, while providing
Successful individuals may choose to support causes they care about by joining a nonprofit board and dedicating their time and talent to the cause. Serving on the board of a nonprofit organization can be both intellectually engaging and psychologically rewarding. Unfortunately, nonprofit organizations are not exempt from litigation. Before joining a nonprofit board, there are
Time Is Not As Limited As You Think
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A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.
Saying 'Please' and 'Thank You' to ChatGPT Costs OpenAI 'Tens of Millions of Dollars'
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When it comes to AI, apparently it's more environmentally friendly (and cost-efficient) to skip the niceties.
Nine Ways to Protect Yourself From ‘Impostor’ Voice Scams
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A secret word, a silent text message and some deep breathing can shield you from scam callers.
The Five Things You Shouldn’t Tell ChatGPT
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The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or y...
How to Avoid the Copycat Hotel Websites That Are Ripping You Off
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Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.