Welcome to my newsletter! I provide intermediate and advanced education on tax and estate planning issues for attorneys, CPAs, wealth advisors, trust officers, and other wealth transfer professionals. Free and paid subscription options are available.
I am a "recovering" attorney. My focus is now providing high-quality estate planning and tax education to financial advisors, attorneys, trustees, CPAs, and their individual clients.
The number of free subscribers for State of Estates over time since it was added to the directory.
Tasty tech so easy, it can be done around the kitchen table.
A newsletter about my observations on the legal ecosystem, and career pivots/alternative careers for lawyers.