June 18th, 2020
The current COVID-19 pandemic has made it more important than ever for individuals to establish (or update) their core estate planning documents. These core documents will generally include a will […]
June 1st, 2020
Course Description: The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over […]
June 1st, 2020
Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients […]