John Hunter and Christopher Beck presented a “Tax Workshop” to member of TIGER 21 in Dallas on August 28, 2023. Slide Deck: Tax Workshop (John Hunter & Christopher Beck, 8-28-2023) 

Marvin Blum and Frank Leffingwell spoke at Business Owners Conferences in April 2023 sponsored by Bank of America/Merrill Lynch on “Planning in a Perfect Storm.” Knowing that 50% of owners

Marvin Blum spoke to the Dallas Council of Charitable Gift Planners on March 14, 2023, to present “In Search of ‘Family Glue’- Improving the Odds of Multi-Generational Success.” Every family deals

Marvin Blum joined the Dallas Estate Planning Council on March 2, 2023, to discuss “Life Insurance Planning Opportunities.” In this new world of estate planning, planners think “outside the box”

After putting all the elements of the estate plan in place, what’s next? The final, and almost always overlooked step, is a Red File. A Red File is a roadmap