Independent Thinking

Insights

2026 Year-End Wealth Planning Review

October 9, 2026

We have published our 2026 Year-End Wealth Planning Review, highlighting recent tax changes and other planning developments to consider as year-end approaches.

Strategic Wealth Planning

Estate Tax Planning: Act Now, Before It’s Too Late

October 19, 2021

Planning With Purpose: Non-Charitable Purpose Trusts

October 19, 2021

Q&A on Global Health Sciences with Jennison Associates

October 19, 2021

Great Business Transitions Take a Team

February 26, 2021

Jason Sobol on Business Transaction Planning

February 26, 2021

Planning and Thriving in a Digital Age

July 6, 2020

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Strategic Wealth Planning