Tech, Remote Work and More: What Estate Planners Need to Know
How to work remotely – lots of practical tips from estate planners (with different views and approaches) and a tech expert to help you now.
Browsing Tag
Estate Planning
Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them
Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation…
Joint Trusts and Alaska Community Property Trusts
This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates, and will also examine the Alaska Community Property Trust, and explain why it’s a relatively simple thing to…
How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus
Health issues are without doubt of paramount importance for you and your practice, this webinar will explore steps you might consider for your practice and clients in light of the coronavirus.
5 Tips to Dividing an Estate Peacefully
Drafting estate and trust documents can be fairly routine or may require some serious planning, but it is extremely helpful to the family and solves the issues for how to preserve and divide wealth and assets.
LGBTQ Planning
Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family? The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the…
Estate Planning for Jewish Clients
Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious…
Understanding a Client Facing Loss
One of the most difficult things we as estate planners face is the eventual and inevitable responsibility of helping and comforting a client whose spouse has passed away.
Courageous Conversations…Topics to Avoid at the Dinner Table, but Bring to the Conference…
As we make our way through the holiday season, we are reminded of the old adage about avoiding certain subjects such as religion, sex, and politics at the dinner table. Many of us know from experience how difficult it can be to discuss…
Family Meetings: They are not what you might think they are!
The key to a family’s success is family education and trust building through an organized and prioritized family meeting process.
