Estate Planning Questions to Ask Yourself at the End of the Year
With 2020 fast approaching, take some time to ask yourself these questions about the state of your estate plan and any changes that may be required.
Dec 2, 2019
Family Estate Planning Law Group
Should You Make Lifetime Gifts While Living?
If you’ve reached the age where you've accumulated enough wealth to retire on, you may enjoy being generous & seeing the impact your gifts can have.
Jul 15, 2019
Family Estate Planning Law Group
Here’s How to Donate to Loved Ones and Avoid a Tax Bite
There’s a new big break for top-dollar wealth transfers, thanks to the new tax law, learn more on our blog from our experienced estate planning team.
Apr 19, 2019
Family Estate Planning Law Group
How is My Estate Plan Impacted by the New Tax Law?
It is possible that certain strategies or language in your estate plan may no longer work, or may have unintended consequences, more here.
Apr 5, 2019
Family Estate Planning Law Group
Paying for Special Needs Care Under the New Tax Laws
The cost of paying for special needs care depends on the type & intensity of each individual’s condition. Learn more here.
Mar 22, 2019
Family Estate Planning Law Group
Can You Calculate Your Own Estate Taxes?
Here’s a complex area people tend to ignore, until it’s too late to do anything. Speak with an estate planning attorney while changes can still be made.
Dec 31, 2018
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. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
