Events

WEBINAR – Estate Taxation & Basis Step-up

Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on ...

WEBINAR – Crisis Planning for Long-Term Care

It is not uncommon to have a client who may be heading toward the nursing home sooner rather than later. When proactive planning such as long-term care insurance and divestment ...