Urgent Planning Considerations In Light Of A Biden Administration

For a first-time presenter, Glen was quite effective in almost every way. He spoke clearly and concisely, with emphasis on the right subject matter and topics. He hit on the hot button issues that concern all of us as advisors. He is obviously quite knowledgeable as well as being well polished in his delivery of very complex concepts, again, to his credit. Some of these topics probably deserve further scrutiny, particularly some of the estate planning vehicles mentioned. It would be great to have Glen back!

good

I thought he brought up some things that were helpful like the possible caregiver credit and creating a gun trust for clients with firearms.