Live from Heckerling: Planning for Modest Estates
The opening session of the Heckerling Conference focused on estate planning tips for "modest"estates, those between $2 and $20 million.
Source: wealthmanagement.com
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The ACTEC Foundation Announces Four New Board of Directors
Washington, DC (PRWEB) March 16, 2023 -- Washington, DC, March 16, 2023: The American College of Trust and Estate Counsel (ACTEC) Foundation today announced
Source: prweb.com
Planning for the Middle Rich
Practical advice to serve "middle rich" clients, presented by Turney Berry at the Heckerling conference.
Source: wealthmanagement.com