If a Trust is Right for You, Next Decide Who Should Be Your Trustee
Everyone should have an estate plan to protect the people they love and ensure that their possessions and assets accumulated are properly handled.
Feb 26, 2018
Family Estate Planning Law Group
Can an Estate Plan Protect an Adult Child with an Addiction or Mental Illness?
When your time is spent battling the challenges of mental illness or addiction, it’s hard to imagine what the future will bring.
Nov 8, 2017
Family Estate Planning Law Group
Before the Thanksgiving Leftovers are Gone, a Gift for Your Family
Of all the gifts on your holiday list, perhaps the best one is to have your financial and estate paperwork organized, sparing your family the stress.
Nov 3, 2017
Family Estate Planning Law Group
Why Naming the Right Trustee Can Make All the Difference
Setting up a trust to protect your estate & beneficiaries from probate? Here’s the next hurdle to finalizing your plan: select a trustee you can count on.
Oct 6, 2017
Family Estate Planning Law Group
How Does a Living Trust Take Care of Your Family?
Knowing the fundamentals will help you as you create a plan that will take care of your family.
Aug 16, 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. 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.
