Events

The following webinars will provide you with the essential knowledge to start your estate planning journey, covering key topics such as wills, trusts, powers of attorney, and health care directives. You'll learn how to protect your assets, reduce taxes, and ensure that your wishes are respected even when you're not around to voice them.

By understanding the basics, you can avoid common pitfalls and make informed decisions that reflect your values and goals. Estate planning is a powerful way to leave a lasting, positive impact on your family’s future.

UPCOMING WEBINARS

Estate Planning Fundamentals: Securing Your Legacy and Protecting Your Loved Ones

When: Friday, April 26th at 9:30am
Where: Zoom

Join us for an enlightening webinar where we will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will provide valuable guidance to help you navigate the complexities of estate planning with confidence and put you on a path towards securing your legacy and providing peace of mind for your loved ones.

Topics covered:

  1. Introduction to Estate Planning
  2. Estate Tax Basics
  3. Key Components of an Estate Plan
  4. Wills
  5. Trusts
  6. Powers of Atorney
  7. Medical Directive/Living Wills
  8. Q&A Session

Advanced Estate Planning: Why You Might Have an Estate Tax Issue Soon

When: TBD
Where: Zoom

An exclusive webinar on advanced estate planning strategies, where we delve into sophisticated techniques designed to safeguard and maximize your wealth for generations to come. This in-depth session will explore advanced trust structures, asset protection strategies, tax minimization techniques, and innovative solutions for passing on generational wealth. Whether you're a high-net-worth individual, or business owner, this webinar will provide invaluable insights to help you navigate the complexities of estate planning with confidence and clarity.

Topics covered:

  1. History of the Estate Tax Exemption
  2. Tax Cuts and Jobs Act (TCJA) & the Sunset Provision
  3. Tax Minimization Strategies: Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs), Spousal Lifetime Access Trusts (SLATs)
  4. Q&A Session

Estate Planning Essentials: Updating Your Plan for Today's World

When: TBD
Where: Zoom

Join us for an informative webinar where we'll explore the importance of updating your estate plan to reflect changes in your life and the legal landscape. Whether you've recently experienced major life events or simply haven't reviewed your plan in several years, this session will provide valuable insights to ensure your estate plan remains effective and aligned with your wishes.

Topics covered:

  1. Life Changes That Require Updates
  2. Legal Updates and Changes
  3. Reviewing Existing Documents
  4. Key Considerations for Updates
  5. New Will vs. Codicil
  6. Estate Planning Tools and Strategies
  7. Q&A Session