Live Webinars
Join me and our estate planning experts, Alan Gassman and Scott Levin, for a preview of the Estate Planning Masterclass to be held on May 20, May 27, June 3 and June 10. This four…
OverviewThe most consequential estate planning decisions don’t happen when documents are drafted—they happen when assets are received. Whether it’s a large IRA, a concentrated…
Session 3: Estate Planning Strategies for $2–$5 Million ClientsSubtitle: High-Impact Planning Without OverengineeringOverviewThis session focuses on practical, high-leverage…
Session 4: The Estate Plan That Actually SurvivesSubtitle: Governance, Readiness, and Long-Term FlexibilityOverviewMost estate plans fail not because of taxes, but because they do…
With more states imposing estate or inheritance taxes—and thresholds that are often far lower than the federal exemption—many clients face tax exposure they never anticipated. For…