Live Webinars
Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But with some many types of trust, they can be…
A life-altering medical diagnosis creates an opportunity for us to come alongside our clients and offer opportunities to start the conversation with their families about end-of-…
Many financial advisors ask, “How can I add value for my clients who serves as trustees of long-term trusts?” Join Josh Yager, a licensed attorney and CFP, as he shares how he…
Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to…
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their…