WEBINAR – Planning for Pets
WebinarPets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed, but the ...
WEBINAR – The Wilson Law Group Experience
In this webinar tailor-made for financial advisors, you will learn how partnering with Wilson Law Group can benefit you AND your clients. While this is not a CE-approved course, it ...
WEBINAR – Estate Planning & Long-Term Care
WebinarMany people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term ...
WEBINAR – Estate Planning & Long-Term Care
WebinarMany people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term ...
WEBINAR – Women and Estate Planning
WebinarWomen, now more than ever, are achieving more, living longer, shattering ceilings, and breaking certain traditional roles, while simultaneously embracing others, (sometimes without support). While taking on the world, many ...
WEBINAR – Women and Estate Planning
WebinarWomen, now more than ever, are achieving more, living longer, shattering ceilings, and breaking certain traditional roles, while simultaneously embracing others (sometimes without support). While taking on the world, many ...
RWay Symposium 1 2020 – Trustee Training: The Trust Process (ONLINE ONLY)
Online WebinarThis 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 ...
RWay Symposium 1 2020 – Using Trusts To Protect Your Assets From Long-Term Care Costs (ONLINE ONLY)
Online WebinarThe 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 ...
RWay Symposium 1 2020 – Trustee Training: Administration Process (ONLINE ONLY)
Online WebinarThe 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 ...
RWay Symposium 1 2020 – Funding Your Trust (ONLINE ONLY)
Online WebinarFunding 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 ...