Live Webinars
The One Big Beautiful Bill Act's permanent $15 million estate and gift tax exemption ($30 million for married couples) has quietly upended the assumptions behind thousands of…
Join us for a special bonus session covering advanced estate planning strategies, special situations, and key planning opportunities that we were unable to address during the…
Financial advisors and tax professionals routinely help clients establish trusts to protect wealth, avoid probate, reduce taxes, preserve privacy, and create a lasting family…
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…
Session 3: Estate Planning Strategies for $2–$5 Million ClientsSubtitle: High-Impact Planning Without OverengineeringOverviewThis session focuses on practical, high-leverage…