How Charitable Remainder Trusts Work
"Giving with warm hands" applies to charitable donations as well gifts made during your lifetime. With a charitable trust, you get to give with warm hands and get a nice tax deduction.
Feb 6, 2017
Family Estate Planning Law Group
Investing Trust Assets is Different than Other Types of Investing
Trusts have different functions and investments suitable for one type of trust may be all wrong for another.
Feb 3, 2017
Family Estate Planning Law Group
Beyond the Estate Planning Basics
For the month of February, we’ll be looking at more advanced estate planning. Every family is unique, has unique goals and will need to implement different types of estate planning strategies to accomplish those goals. We’ll give you an overview of some of the topics we’ll discuss.
Feb 1, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
