April 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for an update meeting…
Find out more »Live Webinar: Successor Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes.Our upcoming Successor Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your incapacitation or death.During this webinar, we will discuss the: Fundamental structure of an estate plan. Various roles that helpers customarily fill during the principal's disability, or upon their death. Importance of following the instructions contained in the estate plan. Tax implications…
Find out more »May 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for an update meeting…
Find out more »June 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for an update meeting…
Find out more »July 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for an update meeting…
Find out more »August 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for an update meeting…
Find out more »September 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for…
Find out more »October 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for…
Find out more »November 2021
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. When you register for…
Find out more »