Six Months to Compliance: How the Corporate Transparency Act (Surprisingly) Might Impact You
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, explains the Corporate Transparency Act, the types of entities impacted but often overlooked, and pragmatic…
The “Blocking and Tackling” of Estate Planning
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a…