Live Webinars
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…
This webinar will assist you in recalling the subject of asset protection. It will provide you with the basic knowledge of the concepts which make up the “art and science” of…
The tax proposals in 2021 should give cause for all financial planners to reconsider the estate and liquidity planning strategies for clients. These proposals, which may…
Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents,…