July 20, 2021
In our seminars, we discuss subjects most of us want to avoid: death, disability, and taxes. Many people don’t give a thought to the certainty of their own death; yet it will happen to each of us. Then what?
July 27, 2021
We will discuss a variety of topics centered around you, your family and your estate plan. We will address the common mistakes we see well intentioned families make regularly
July 8, 2021
This presentation for young couples touches on why most Wills and Trusts fail to protect children and what to do about it.
Thursday, August 26th at 10:00 am
The most common problems when it comes to assets in trusts: Continuity between spouses, children having a clear vision of how to treat an inheritance, peace of mind about investments and knowing how to talk with your children about your estate plan.
Tuesday, August 31st at 1:00 pm
Education for all future trustees. Have you talked to your children or successor trustees about what to do if something happens to you? This is the perfect workshop for them.
Thursday, July 15th at 1:00 pm
The change in the law has wrecked your estate planning! For more than twenty years estate planning clients have counted on using the “stretch IRA” to benefit their children. All that changed and the distribution period for inherited IRAs is now 10 years!