This program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning and an introduction to the trust administration process. Attendance is…

The cost of long-term care is very high and increases every year, which leads to many people exhausting their entire life savings paying for it. Using an Irrevocable Trust may…

The Trust Administration workshop provides Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death of a Trustmaker. These include…

After you sign your trust documents and even after you have done your “homework,” there are many things you can do to make sure your planning works as smoothly as…

Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired…

Presented by Eric Foxman Wellness is more than avoiding sickness and injury. It is a process of self-awareness, conscious change, and making thoughtful decisions to improve oneself. This course will…