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June 18, 2020 

Estate Planning in an Abnormal Time

While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.

Jason Uetrecht

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June 16, 2020 

Business Strategies for the Next Wave of COVID-19

Events like COVID-19 are considered “Black Swans”. They are unpredictable and typically have severe consequences. They also create “losers” and “winners.” In addition to COVID-19, Black Swan events have included the 9-11 terrorist attack, the 2008 financi