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Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone…

How are your clients giving to charity, and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter…

What is green and natural burial? Why do people choose it? How is it different from traditional burial practices? What's required in terms of advanced directives? Join end-of-…

Join highly respected estate planning attorney Alan Gassman, J.D., LL.M. for the mathematics of estate tax planning. There has been much confusion and need for understanding with…

During this presentation estate planning attorney Alan Gassman will be reviewing Estate Planning Definitions, LLC planning errors, Grantor Retained Annuity Trust (“GRAT”),…