35 events found.
Workshops for Professional Advisors
Calendar of Events
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WEBINAR – Estate Taxation & Basis Step-up
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 ...
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WEBINAR – Proactive Planning for Long Term Care
WEBINAR – Proactive Planning for Long Term Care
As more and more of your clients face the specter of long term care costs, there is a distinct need for a complete analysis of the options they might have ...
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WEBINAR – Crisis Planning for Long-Term Care
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 ...