NATIONAL HEALTH CARE DECISIONS DAY WEBINAR
UPDATE: You can watch a recording of the webinar online through YouTube. Click here to download a copy of the ...
April 5, 2023
Events
TOP TEN ESTATE PLANNING MISTAKES
A lack of planning or poor planning can lead to legal battles, unnecessary tax bills and legal fees, and inadvertently ...
March 18, 2021
Events
POST-ELECTION ESTATE PLANNING AND TAX MITIGATION STRATEGIES WEBINAR
The outcome of the November 2020 election will likely prompt wealthy individuals and families to identify, assess and mitigate potential ...
November 20, 2020
Events
ADVISING AGING CLIENTS AND THEIR FAMILIES
This webinar is designed for financial advisors and other professionals to learn about resources and options available to assist elderly ...
July 6, 2020
Events
SIMPLE STEPS TO ESTATE PLANNING – EPISODE 2
In case you missed it, a recording and a copy of the slides is now available for the live webinar ...
May 18, 2020
Events
SIMPLE STEPS TO ESTATE PLANNING – EPISODE 1
Our Wills Trusts and Estates Group will be presenting a live webinar on May 13, 2020 from 12-1:30pm on Simple ...
April 30, 2020