Stephanie E. Sanderson-Braem, Esq.
Spring 2024 President's Message
by Stephanie Sanderson-Braem, Esq. As we welcome the vibrant colors of spring, it is an honor to greet you as the President of this...
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PEPC Newsletter
A BLOG ABOUT ESTATE PLANNING
Neil Axler
- Mar 22
- 8 min
A Convergence of Calamities
by Neil F. Axler and Craig Stephanson Same Old Story: Now Is The Time for Planning with Real Estate Agents As we enter the 2024 new year,...
79
Edward Garris
- Mar 22
- 7 min
The Impact of a Government Shutdown on the IRS
by Edward Garris, CFP One can be forgiven for thinking that threats of a government shutdown seem to occur with increasing frequency....
46
William Hussey
- Mar 22
- 8 min
AI: An Exciting New Tool for Estate Attorneys? Proceed with Caution!
by William C. Hussey, II, Esq. For my entire career, continuing technological advances have changed the way in which we interact with our...
42
Kim Heyman, JD, LLM, AEP
- Mar 22
- 2 min
NAEPC: Your Membership Benefits
Benefits of the NAEPC designation AEP for PEPC members
38
Brendan Schuck, CFP®, CLTC®
- Mar 21
- 9 min
Alternative Investments’ Role In A Multi-Asset Portfolio
by Brendan Schuck, CFP®, CLTC® “The reports of my death have been greatly exaggerated.” This is a popular misquote of Mark Twain. The...
68
Michael DeFillipo, CLU® , ChFC®
- Jan 10
- 6 min
Lies, Damn Lies, and Illustrations (in life insurance)
by Michael C. DeFillipo, CLU®, ChFC®, Partner, 1847 Private Client Group The backbone of an insurance proposal is the illustration. On...
18
Brittany Cook
- Jan 5
- 5 min
What's In A Name?
It is imperative that all legal and financial documents use the same, legally recognized name.
17
Andrew J. Barron
- Jan 5
- 7 min
Circuit Split on Inclusion of Life Insurance Proceeds in Valuation of Closely Held Business Subject to Stock Redemption Agreement
Should life insurance proceeds be included in a fair market determination of closely held stock by a decedent?
15
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