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Download the 2021 Fall Newsletter

In this Issue:

• Decanting as an Estate Planning Tool Under Pennsylvania Law written by Samantha Heaton, Esq.
• Florida Community Property Trust - A Great Idea for Fool's Gold written by Alan Mittelman, JD, CLU and Dana Bernstein, Esq.
• Planning for the Future of Artificial Intelligence in Financial Services written by Victor Levy and Josh Eskin
• Life Insurance: 7 Observations from the First 3/4 of 2021 written by Michael C. DeFillipo, CLU, ChFC