I want to invite you to join me for one of my Free Estate Planning webinars:
Preparing for the Sunset of the Estate Tax Exemption on December 31, 2025
- How to make sure you are ready for the estate tax exemption to be cut in half from $13 plus million per person to approximately $6 plus million per person
- Some best practices and strategies that you must implement now to avoid hefty taxes later
- How to disinherit the IRS
Watch the replay …
What to Do When Your Spouse or Loved One Dies
- Be prepared with the 7 steps to handling a loved one’s estate
Watch the replay …
Did you miss our December Estate Planning webinars?
Topics include:
- How to Make Sure Your Trust Doesn’t Fail
- To SLAT or not to SLAT
- The New Corporate Transparency Act
Watch the replays
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!