Wondering what needs to be done to prepare an inventory or secure an accurate appraisal of the treasures in your trust?
Financial Fraud Prevention
In today’s increasingly digital world, the financial industry is more interconnected and reliant on technology than ever before. Join our…
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The Ultimate Guide to Using LLCs for Real Estate Investing
If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right…
Maximizing Tax Savings with Charitable Giving
Whether you are new to charitable giving or you are a seasoned philanthropist, this is a must-watch. We will cover tax-efficient charitable giving strategies, planned giving, and common mistakes to avoid…
Planning Considerations for Business Owners
The financial environment for small business owners is complex. In this informative session, we’ll help you navigate the tax landscape, exploring various entity structures and their implications…
Five Top Strategies to AVOID Death Taxes
What are Estate Taxes and how can you avoid them? In this legal webinar, we’ll take a detailed look at estate taxes and the five top strategies to avoid them when you pass on your estate…
Passive Income Streams: Thinking beyond real estate
Whether you’re looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key…
Good Trust v. Bad Trust: How to Tell the Difference
Is your trust a Good Trust or a Bad Trust? Have you ever wondered why trusts can be almost 100 pages (and sometimes more) of complex legal language?
Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors
Far too often, real estate transactions lead to disputes among buyers, sellers, and investors. Join us for a comprehensive webinar on avoiding these hassles, arguments—and lawsuits…
Incapacity: Savvy Planning for “The Inevitable”
Incapacity can be a very difficult time for everyone involved—but savvy estate planning strategies and the right legal documents will help make this situation a LOT easier…
Fund It Now! Five Ways to Put Assets in a Living Trust
You have to “fund,” or put assets into your trust as soon as possible—and make sure all the right assets have been moved into the trust. In this webinar, we will explore five different ways to fund your trust..
How Can Successor Trustees Get PAID? Trustee Fees
Trustees are often entitled to a “reasonable amount” of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid based on the time and effort that they put into…