June 23, 2021
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a…
June 8, 2021
Make Life Insurance a Vital Part of Your Estate Planning Toolkit In a world where nothing seems certain but death and taxes, life insurance plays an increasingly vital role in…
May 11, 2021
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
May 11, 2021
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
May 11, 2021
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
April 28, 2021
Are you a small business or financial advisor? Do you have clients who are planning to sell their small businesses, retire, and/or transition their companies to their children or others?…
April 13, 2021
Are you a financial advisor, real estate agent, or broker? Do you advise clients who own real property in California? If so, you most likely already know what happened on…
March 22, 2021
Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…
March 18, 2021
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a well-informed…
March 9, 2021
Major Tax Changes Are Likely: Are Your Clients Prepared? Are you a Business or Financial Advisor who has clients that own small businesses? This is the webinar for you! With…