We are in the final production stages of a new batch of videos — featuring our attorneys on timely and helpful topics ranging from (a)(6) vs. Agency Cashout to Homestead, POAs, and Revocable Trusts. As a part of our new video lineup, we’ll also be launching our Influencer Series spotlighting seasoned industry pros who’ll share valuable insights for a successful career and more. We’ll start with two of our founding partners, Tom Black and Calvin Mann.
As always, we are here to serve you, and welcome your calls and emails. By the way, be sure and check out our Resources page on our website for tools to stay current on rules and regulations, including our latest Clients and Friends memos:
As always, reach out if you have a question or comment about policies and regulatory matters. We’re here to help!
Up next: The Extra Mile: Jose Paiz