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HOME > Financial Advisor Education Corner > Educational Alerts

Educational Alerts
Educational Alerts are written on topics that effect various aspects of estate planning and the laws that govern it. They are usually published and posted to this site at the end of each month. Occasionally newsworthy events will initiate the release of additional alerts at the time the news breaks. The purpose of an Estate Planning Update is to bring important information to the financial advisors in the community. Our hope is that this information better equips you to assist your clients.

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Tax Court Unanimously Validates Formula Clause
The Alert examines a powerful planning tool, valuation clauses, the use of which was recently approved by the Tax Court.
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Yuma, Arizona
242 West 28th Street, Suite A
Yuma, AZ 85364
Phone: (928) 783-4575
Fax: (928) 343-9586

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