Marketing Info

EB-5 industry preparing to restart amid new rules

The EB-5 industry received some welcome news in early March. The industry is back in business, nearly eight months after…

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Note from the editor: April 2022

Usually, when I meet with a committee of trusts and estates Editorial Advisory Board To discuss articles for an upcoming…

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Celebrity Estates: David Bowie’s Music Catalog

Nicknamed the “Greatest Rock Star Ever” after his death, David Bowie is a singer, songwriter and actor who left his…

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Tax Law Update: April 2022

The Internal Revenue Service upholds the asset division-dollar agreement—In Marion Levine’s estate (158 TC No. 2, February 28, 2022), the…

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Michigan Financial Advisor Running for Governor

The co-founder and owner of a Michigan-based RIA is running for the Republican nomination for governor against current Democratic Gov.…

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The contract means what it says; Sign careful!

Christopher P. Wohrley shares lessons learned about family settlement agreements from a recent Texas case.

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How to handle a client’s suspected cognitive impairment

with increasing numbers1 For individuals with dementia or Alzheimer’s, lawyers need to be mindful of the potential for cognitive impairment,…

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How successful advisors drive client engagement during volatile times

Investing feels broken to the average investor, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. Risklys empowers…

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5 ways to take charge of your productivity

Commonwealth recently contracted Cerulli Associates to conduct a survey of how our affiliated financial advisors spend their time and identify…

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Six Must Reads for the CRE Industry on March 22, 2022

As CNBC reports, Kohls has received several initial buyout offers. According to The Wall Street Journal, San Francisco is experiencing…

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