Webinars
Webinars
Webinar: Estate Plan Review - August 22, 2023 at 6pm
Do you already have an estate plan in place and want to know how current and future laws affect it? This webinar will cover:
- Prop 19 Property Tax Exemption Rules
- The SECURE Act and How to Look at Inherited IRA’s for Your Children
- The 2026 Estate Tax Exemption Reduction (currently $26m)
Webinar: Estate Plan Review - August 23, 2023 at 6pm
Do you already have an estate plan in place and want to know how current and future laws affect it? This webinar will cover:
- Prop 19 Property Tax Exemption Rules
- The SECURE Act and How to Look at Inherited IRA’s for Your Children
- The 2026 Estate Tax Exemption Reduction (currently $26m)
Past Webinars
Webinar: Rethinking Your Estate Plan – New Strategies for New Laws
This webinar will cover:
- Analyzing options under the SECURE Act
- Should we treat all classes of assets equally in our Estate Plan?
- When to consider using a Charitable Remainder Trust for your retirement assets
- What to do with your home under Prop 19?
Webinar: Scams – No Joke!
This webinar will cover:
- Common Scams Facing our Elders
- Action Plan for Protection: What to Look For
- Unusual Expenditures/Frequent Odd Transactions
- Isolation
- When to Hire a Professional Advisor vs. Family Member
- How Can a Trust Protect families from Scammers?
Webinar: The Duties of a Trustee
This webinar will cover:
- A Living Trust
- Trust Administration
- Your Successor Trustee Duties & Powers
- Traps and Pitfalls: What can go wrong?
- Details about our NEW Successor Trustee Manual - Coming Soon!
- Questions & Answers
Webinar: Special Needs Trust Webinar
This webinar will cover:
- What to consider when reviewing my current Trust and making a life plan for my child?
- Choosing the right Trustee for my situation
- Ensuring an inheritance is put into the right Trust for my child
- The basic rules for ABLE accounts
- Understanding the eligibility rules for SSI
- Understanding Medi-Cal
- Questions and Answers
