Live Webinars
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly,…
Join estate planning expert Alan Gassman, Esq. for an in-depth webinar designed to equip you with the knowledge needed to guide clients in utilizing Qualified Personal Residence…
Join nationally renowned estate planning attorney Alan Gassman, Esq. when he covers both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable…
Trust, tax, and estate planning is essential components for IRAs. Without them, significant amounts could be lost to federal and estate taxes for IRA owners and their…