WEBINAR – Monthly Estate Planning Workshop – April 14, 2020
Online Webinar (via zoom)This meeting will take place via Zoom. Please make sure to provide an email address when you RSVP so we will be able to send you a link to participate. ...
WEBINAR – The SECURE Act & Planning Options
With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were ...
WEBINAR – Protective Planning for Young Families – 11am – 12pm
Estate planning: it’s not just for your twilight years. If you are a family with young children and have not given much consideration to your estate plan, this free webinar ...
WEBINAR – Protective Planning for Young Families – 6pm – 7pm
Estate planning: it’s not just for your twilight years. If you are a family with young children and have not given much consideration to your estate plan, this free webinar ...
WEBINAR – Estate Planning & Long Term Care – 11am – 12pm
Many 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 ...
WEBINAR – Estate Planning & Long Term Care – 6pm – 7pm
Many 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 ...
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 ...
Symposium 3 – Trustee Training: The Trust Process
WI, United StatesTrustee Training: The Trust Process 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 ...
Symposium 3 – Current Events in Estate Planning
WI, United StatesCurrent Events in Estate Planning As we all know, estate planning is essential to making sure your assets and values pass on to future generations in the way that you ...
Symposium 3 – Trustee Training: The Administration Process
WI, United StatesTrustee Training: The Administration Process 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 ...