Live Webinars
This webinar is the first of a series of complimentary CE-eligible webinars with estate planning attorney Alan Gassman. In this session, Alan will provide an overview of the…
This second segment of the complimentary CE-eligible Alan Gassman Estate Tax Planning series will cover the “other half” of the primary estate tax planning techniques commonly…
Join Alan Gassman, a brilliant estate planning attorney, for a review of several important estate planning concepts. Alan will use the EstateView software he, and other estate…
As advisors, the value you can bring to clients through estate planning goes far beyond estate tax savings. Even for those clients who will never approach the $13.61M threshold…
Join estate planning attorney Liz O'Neil to learn the key responsibilities that an executor or executrix (the terms are interchangeable, with "executor" being gender-neutral)…