Estate Planning Webinar Series for 2024

Did you Miss our December Webinar Series? 

Watch the Replays 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.