Estate Planning Webinar Series – December 2023

Did you Miss our December Webinar Series?

Watch our Estate Planning Webinar Series on YouTube

How to Make Sure Your Trust Doesn’t Fail

and how to transfer your real estate, bank accounts and other assets to your Trust.

To SLAT or not to SLAT

For married couples with taxable estates, you may want to consider the Spousal Lifetime Access Trust

The New Corporate Transparency Act

For those with LLCs, Corporations (S Corps and C Corps), LLP, and other family limited partnerships, the CTA (Corporate Transparency Act) that goes into effect on January 1, 2024, will require initial and ongoing reporting of very personal information (legal name, home address, no PO Boxes, PDF of driver’s license or passport) all submitted online to the US Treasury’s FINCEN office. There are civil and criminal penalties up to $10,000 and 2 years in jail! For existing entities (with less than 20 full time employees and less than $5 million in annual revenue), you must report by January 1, 2025.

No cost webinars — Free events to educate our community

Stay tuned for upcoming events, including in-person Estate Planning Workshops on our Events page.

Everyone needs an Estate Plan, it’s vital for any individual, couple, or family that owns a home and has assets. The truth is no one is promised tomorrow! I know you’ve worked hard to build wealth — now it’s time to make sure you have a Rock Solid Estate & Legacy Plan that ensures you and your loved ones are taken care of and you don’t lose wealth to probate court, fees, taxes and predators!