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Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Millions of business owners are struggling to write…

People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In…

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-…