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When and How to PROBATE Real Estate Properties in California
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey ...
Learn More → Joint vs Separate Trust for Married Couples: What’s Right for YOU
Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers certain advantages, but separate trusts can offer ...
Learn More → How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose...
Learn More → STOCK MARKET: Mid-Year Market Outlook & Insights for 2023
Join us for an insightful and exclusive conversation with Horizon Investments as we sort through the shifting landscape of the global economy, market fundamentals, and ...
Learn More → Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to ...
Learn More → SECRETS of Oil & Gas Tax-Subsidized Investing
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big ...
Learn More → Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty...
Learn More → Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its ...
Learn More → RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution...
Learn More → Choosing and Educating Your Future Trustees – Do it Right!
Prepare your trustees instead of throwing them in the deep end of the pool! Vital for EVERYONE leaving behind a Living Trust and successor trustees: ...
Learn More → What If My Spouse Remarries? Protecting Your Kids After You’re Gone
You certainly may want your spouse to benefit from your hard work, but you probably also want to ensure something is left over for the ...
Learn More → What are The Estate Planning Basics? What Goes in an Estate Plan?
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join ...
Learn More → Collapse of Silicon Valley Bank & How to invest in the Slowing Economy
Uncertain about your investments and your bank? You are not alone. 2022 was WORSE than 1929 when it came to 60/40 (stock/bond) portfolio returns. This ...
Learn More → Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!
How can you find and vet advisors or get them to actually talk to one another?! In this webinar, we explore secret approaches used by ...
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Choosing Between Types of Business Structures For Tax and Liability Protection
What types of business structures can California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the ...
Learn More → Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
The Employee Retention Tax Credit (ERTC) for 2020 or 2021 helped many businesses stay afloat during the height of the pandemic. But now, those tax ...
Learn More → Stung by 2022? Get Your 2023 Financial Act Together!
If you’re still feeling the financial sting of 2022, join us and get your 2023 financial act together. Don’t make the same financial mistakes twice...
Learn More → Why High Net Worth Families Should Consider a Family Office
Does your family control assets over $10M? Consider our Family Office, a specialized service for customized, year-round, long-term planning to manage and preserve wealth through ...
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