Around The Water Cooler this morning, we’re talking about impact investing, family business succession planning, and estate tax liens.

  • The rise of impact investing poses unique concerns for trustees.  Impact investments are designed to align environmental, social, governance and faith-based goals with an investment portfolio.  Casey Clark and Andy Kirkpatrick examine whether impact investing is

The Act provides unique planning opportunities, but it also presents potential pitfalls for estate plans drafted before 2018.  It is critical that clients review current plans to ensure that they meet tax and non-tax objectives and determine if they want to take advantage of the increased exemptions.  

ESTATE TAX CHANGES ARE UPON US

The tax