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Russell James
Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Annuities, and Healthcare
End-of-life decisions don’t follow the rules advisors expect. When clients are faced with mortality—whether in estate planning, charitable giving, insurance, or healthcare—their…
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Estate Planning Masterclass #1: Tax-Smart Strategies for Inheriting or Passing on Large IRAs and Other Major Assets
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…
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Estate Planning Masterclass #2: Estate Planning for Digital Assets and Real Estate Trusts
Session 2: Estate Planning for Digital Assets and Real Estate TrustsSubtitle: Control, Access, and Transfer in Modern PortfoliosOverviewThis session addresses two critical and…
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Estate Planning Masterclass #3: Best Estate Planning Ideas for Clients with $2–$5 Million
Session 3: Estate Planning Strategies for $2–$5 Million ClientsSubtitle: High-Impact Planning Without OverengineeringOverviewThis session focuses on practical, high-leverage…
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Estate Planning Masterclass #4: The Estate Plan That Actually Survives
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…
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