Events
UPCOMING WEBINARS
Estate Planning Fundamentals: Securing Your Legacy and Protecting Your Loved Ones
Wednesday, July 17th
12:00pm EST
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:
- Introduction to Estate Planning
- Estate Tax Basics
- Wills
- Trusts
- Powers of Attorney
- Medical Directive/Living Wills
- Q&A Session
Advanced Estate Planning: Time is Running Out - Why You Might Have an Estate Tax Issue Soon
Wednesday, July 17th
9:30am EST
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:
- Federal Estate Tax Exemption
- Tax Cuts and Jobs Act (TCJA) & the Sunset Provision
- Tax Minimization Strategies:
- Gifting/Selling to Grantor Trusts
- Discounting
- 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:
- Life Changes That Require Updates
- Legal Updates and Changes
- Reviewing Existing Documents
- Key Considerations for Updates
- New Will vs. Codicil
- Estate Planning Tools and Strategies
- Q&A Session