Upcoming Events Professionals
Upcoming Events CUrrent clients
Understanding and Planning for Medicaid
Understanding and planning for Medicaid will go over the cost of long term care, the basics including qualifications and procedural differences between MA & CT, and we will explain what…
IRA Distribution Planning
Attendees will review the basics of IRAs, how different trust-based beneficiary designations work, when and how to name a Trust as a beneficiary, and the advantages of Rothing an IRA.…
Advising Multigenerational Wealth
We are in the midst of the greatest intergenerational wealth transfer in history. Preserving, protecting, and perpetuating this wealth is of significant importance to the baby boomer generation. Increasingly, however,…
Fixing Old, Stale & Ineffective Trusts
This course will examine changing trust situs, decanting, trust reformations, directed trust structures, and other enhancements that can be made to old, stale trusts. The deadline to register is…
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