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Wealth & Private BankingTrust & Estateestate-planning

Leimberg & LeClair

Digital publisher providing timely content and analysis for estate planning professionals.

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Overview

Leimberg & LeClair operates Leimberg Information Services, Inc. (LISI), a digital publishing platform delivering up-to-date newsletters, webinars, journals, audio content, and curated blog resources focused on estate planning, tax, retirement, and wealth management.

LISI provides subscribers with incisive analysis of legislation, regulations, cases, and rulings relevant to estate planning advisors and practitioners, helping them stay informed of developments in the U.S. financial and legal landscape.

The service includes daily newsletters, live and on-demand webinars, access to actual legal texts, industry journals, expert audio clips, and a curated selection of partner blogs, all designed to support professional knowledge growth and decision-making in estate planning.

Key Features

  • + Daily newsletters with up-to-date commentary on estate planning and related topics
  • + Live and on-demand webinars covering tax and estate planning issues
  • + Access to actual legal texts, rulings, and legislation
  • + Industry journals and expert articles on tax and estate planning
  • + Curated audio podcasts and clips from tax and estate planning experts
  • + Curated partner blogs covering laws, regulations, and financial products
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