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 typical disability insurance alone. This webinar addresses the how to cover those gaps, eligibility, benefits, and more. Todd Shield, who has worked in the field […]
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 at different wealth levels, and possibilities for converting a retirement account to something more beneficial for taxes. Doctors and medical professionals can learn strategies to […]
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 participate passively as investors. This webinar addresses types of real estate opportunities, the difference between accredited and non-accredited investors, and how to do your due […]
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, especially if it comes with additional care needs, can be expensive. This webinar addresses insurance, retirement savings, long-term care needs, and more. John O’Bannon, an […]
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 complex estate planning strategies. This webinar addresses estate planning essentials, more complex possibilities like trusts, and advanced strategies. Ransom H. Adams, a financial planner with […]
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 for handling debt from medical expenses or long-term care. Will Beyers, an attorney specializing in elder law, and David Eads, financial planner, present this webinar […]
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 it difficult to know the best way to organize the estate for the lowest taxes. This webinar addresses trusts, gifts, and recent changes in tax […]
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, estate planning, titling of assets, and involving adult children. Erik Lawrence, a Certified Financial Planning practitioner with twenty years’ experience, presents. After years of advising […]
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 addresses benefits of revocable living trusts, useful terminology, and how to have one set up. Stephanie O’Neal, a California attorney specializing in estate planning, presents. […]
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 for any necessary care. This webinar addresses guardianships and conservatorships, Medicaid planning, and trusts. William Beyers, an attorney specializing in estate planning, elder law, and […]
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, but coming together to create a shared vision makes a family stronger. This webinar addresses the personal side of family wealth management: developing a family […]
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, it also can be navigated. This webinar addresses pros and cons of probate, strategies to avoid it, and tips for getting through it painlessly. Scott […]
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 for the sake of your family and savings for your own care as you age. This webinar addressed vital documents, protecting your assets, and planning […]
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 task. Advice Chaser hosted a webinar titled, “Advocating For A Bright Future: Providing Quality of Life for Your Loved Ones.” It addressed vital topics like […]
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 one’s well-being and assets. This webinar addressed the differences between estate planning and elder law, durable power of attorney documents, and how to help a […]
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 haven’t even created a will. The temptation to put off the difficult work till later, rather than think about such a grim topic, leaves many […]
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 it’s such an emotionally charged situation, it’s easy to make hasty decisions and impulsively spend money you shouldn’t. That’s especially true if it comes in […]
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 longer around. This takes on an even greater significance when you own your own business. Not only do you need to think about your own […]