Death and Taxes: Managing Estate Tax
In your estate planning, you can reduce the amount of tax your estate will have to pay with the right strategies.
Webinar Recording: Special Needs Estate Planning and Conservatorships
As a disabled child nears adulthood, their parents worry about setting up the right structures to provide for their needs. How can they protect their child’s autonomy, provide for their […]
Webinar Recording: Understanding Wills and Trusts in Estate Planning
An estate plan allows you to have control over your possessions and your destiny, even beyond when you can manage them personally. The most basic advice in estate planning is […]
Webinar Recording: How Can I Invest in Private Equity?
Most investment opportunities come from publicly-traded products, such as stocks, but high net worth individuals can access private equity as well. These are investments not available on public markets. While […]
Webinar Recording: How COLA and Inflation Affect Retirement for Federal Employees
As inflation slowly raises the cost of living, some types of benefits keep pace using a cost-of-living adjustment (COLA). Both pensions and Social Security are subject to COLAs, but the […]
Webinar Recording: Financial Planning Simulation
These days, a meeting with your financial advisor is more than just a conversation. Your financial planner can create simulations of your financial picture and show you visually how different […]
Webinar Recording: Estate Planning Myths and Mistakes
Unfortunately, many people approach their estate planning with misconceptions about how the process works. As a result, they can make mistakes that are very hard to fix. From gifts to […]
Webinar Recording: Special Needs Planning: Answering Common Financial and Legal Questions
Parents of disabled children often worry about the future. Will there be enough money? What do they need to arrange legally as their children reach adulthood? This webinar addresses financial […]
Webinar Recording: The Best and Worst Questions to Ask When Choosing a Financial Advisor
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. […]
Webinar Recording: Are We In a Recession?
According to certain indicators, some experts are starting to say we are experiencing a “technical recession.” But will we look back on this time in the future and recognize it […]
Webinar Recording: Challenges for Medical Doctors in Today’s Financial Landscape
Doctors are experts in the field of medicine, but financial questions may leave them frustrated. Most financial advice doesn’t cater to the needs of physicians. This webinar addresses three crucial […]
Webinar Recording: Charitable Giving Through Trusts and Insurance
As Americans grow older, many of us start thinking about the impact we would like to leave on the world. At the same time, we have our own livelihood during […]
Webinar Recording: Estate Planning for Retirees
Even though retirement comes late in life, over half of people over 55 don’t have a will. Few have all the estate planning documents they should. Some assets will transfer […]
Webinar Recording: How to Hire a Caregiver
As a senior adult ages, having an at-home caregiver can make it possible for them to remain in their own home. But it’s essential to hire someone competent and reliable. […]
Planning for a Crisis With Advance Directives
Advance directives are your way of making your wishes known and keeping control at a time you otherwise would be powerless.
Webinar Recording: Income Protection for Physicians
If you make your income as a physician, surgeon, anesthesiologist or other medical specialty, you know it’s vital to insure your livelihood. However, many physicians can’t cover this risk with […]
Webinar Recording: How Physicians and Their Heirs Can Avoid High Taxes
Many physicians have large IRAs or 401(k)s, but these can end up being a liability to their heirs later on. This webinar addresses problems with inheriting retirement funds, tax law […]
Webinar Recording: Syndicated Multifamily Investment Properties: Passive Real Estate Investing
Investing in real estate can be a good way to earn passive income without being a landlord yourself. In real estate syndication, one person handles the deal itself, while others […]
Webinar Recording: Planning and Paying for a Long Life
Younger adults often worry about dying too soon, leaving children and other dependents without help. But in later years, living longer than expected becomes a bigger concern. A long retirement, […]
Webinar Recording: Keeping it All in the Family: Probate, Inheritance, and Estate Planning
Most Americans want their possessions to stay in the family after they pass away, but 59% of them don’t have a will. Even those who do, may not understand more […]
Webinar Recording: Protect Your Estate from Medical Debt
No one wants to see a lifetime of assets absorbed by unexpected medical expenses. Yet end-of-life medical care becomes more expensive every year. This webinar addresses legal and financial strategies […]
How to Give Gifts Without Paying Taxes
When you give large amounts of your estate to a friend or family member, there are a few tax limitations you’ll have to consider.
Webinar Recording: Tax Considerations in Estate Planning
One of the largest concerns people have about handing down their legacy is sparing as much as possible of the tax burden on their heirs. Changing tax law can make […]
You Know Neither the Day Nor the Hour
When a religious person prepares for their death, they do so not in despair but in hope.
It’s Your Funeral – Do You Have a Plan?
As you get older, you probably have learned the importance of estate planning. But what about funeral planning?
Webinar Recording: Financial Planning Strategies in your 60s, 70s, and Beyond
After retirement, more changes come into view on the horizon. It’s a time for building a robust estate plan and preparing to age gracefully. This webinar will address end-of-life planning, […]
Webinar Recording: The Revocable Living Trust in California
Wills go through the slow process of probate, while irrevocable trusts can’t be amended. Enter revocable living trusts, which can be an invaluable part of an estate plan. This webinar […]
Webinar Recording: Estate Planning and Long-Term Care
A good estate plan covers not just inheritance after death, but what happens when the estate owner ages. The plan should include both who makes decisions and how to pay […]
Webinar Recording: Leaving a Legacy Beyond Inheritance: The Non-Investing Side of Your Wealth
This is the first of a two-part webinar series on the topic of Leaving a Legacy Beyond Inheritance. Managing wealth and important life decisions as a family can be fraught, […]
Webinar Recording: Probate Administration
Probate is a legal process that happens when a person dies or becomes incapacitated, in order to determine what happens to their estate. While it’s possible to bypass it entirely, […]
Trusts and How to Use Them
Trusts can be complicated, but they can also be an invaluable tool to ensure that your assets are distributed the way you want.
Webinar Recording: Estate Planning 101
An ironclad will and estate plan can make the difference between a secure future and wasting time and money in probate court. A good plan will include both asset protection […]
Webinar Recording: Special Needs Estate Planning
Many special needs parents worry about what will happen to their child in the future. Planning for a child’s needs after the parents are gone is an essential but intimidating […]
Webinar Recording: Elder Law
Many families believe estate planning is all they need to do to plan for a senior member’s future. In reality, elder law is just as essential to protect a loved […]
Estate Planning: Wills, Trusts, and Life Insurance
No one plans to die, but if you go suddenly and without an estate plan in place, you leave behind a stressful situation for your loved ones.
Should I Create a Buy-Sell Agreement for My Business?
One option for protecting small businesses is a buy-sell agreement. Think of it as the business equivalent of creating your own will.
Creating a Special Needs Plan
The greatest fear of many special needs parents is what will happen to their children when they’re gone. A special needs plan is the answer.
Estate Planning
As little as any of us wants to think about death, no one lives forever. However, most people put off estate planning for far too long. Approximately 60% of Americans […]
What to Expect When You’ve Just Received an Inheritance
Receiving an inheritance can be a bittersweet occasion. While your heart aches for your lost loved one, you’re also full of gratitude for the gift they’re leaving for you. Because […]
Estate Planning For Your Business
You know the importance of doing estate planning for the future of your family. You can protect your assets and look out for your loved ones when you are no […]