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Sally and David
are in the process of updating Sally’s book, “Estate Planning To Die For: An Insider's Guide For
Financial Professionals.”
The book has received accolades from the financial community, and the 3rd edition will
reflect important recent
changes in the tax laws. For more see www.estateplanningtodiefor.com.
Sally, as a
member of the New Hampshire Trust Council, is in the process of drafting new legislation to allow
lifetime establishment of the validity of Wills and
trusts.
Sally was a
recent guest on two radio shows originating in San Diego, California. She discussed
various issues associated with recent
changes in the federal estate tax
laws.
David and
Sally recently spoke at a presentation sponsored by the Cornell University Office of Trusts,
Estate, & Gift
Planning. They discussed sophisticated estate planning options and charitable giving
techniques.
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