Live Webinars
Join Alan Gassman, a brilliant estate planning attorney, for a review of several important estate planning concepts. Alan will use the EstateView software he, and other estate…
As advisors, the value you can bring to clients through estate planning goes far beyond estate tax savings. Even for those clients who will never approach the $13.61M threshold…
Join estate planning attorney Liz O'Neil to learn the key responsibilities that an executor or executrix (the terms are interchangeable, with "executor" being gender-neutral)…
Estate Planning for IRAs in Second Marriages: Navigating Complexities is specifically designed for financial advisors. This session, led by Bob Keebler, aims to dissect the…
Special needs planning requires a robust estate plan and regular reviews, especially after the passing of the SECURE 2.0 Act. Join special needs planner Kristin Carleton and…