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Monthly Q&A Event Recordings

2024

December 2024- The Sunset of the Higher Estate Tax Limit

November 2024- How a Trustee Pays the Final Expenses

October 2024- What Part of your Estate Plan Should you Share with your Family

September 2024- The Conflict Between the Federal Estate Tax & Capital Gains Tax

July 2024- Deeds, Deeds, Deeds!

June 2024- The “Wills and Won’ts of Wills”

May 2024- Common Misconceptions on Funding your Trust

April 2024- Leaving Specific Items to Certain Individuals

March 2024- Trustmaker’s Incapacity

February 2024- Overview of New Laws

2023

December 2023- What to know when someone passes away

November 2023-QTip Trusts

October 2023-Common Mistake when naming Retirement plan beneficiaries

September 2023-Silent Partner Co-Trustees

August 2023-Inheritance Trusts

July 2023-Prop19

May 2023-Capital Gains Taxes

April 2023-Financial Durable Power of Attorney

March 2023-Common Mistakes When A Trustmaker Dies: Part 1 – Obtaining an EIN

February 2023- CRT for Retirement Accounts

2022

December 2022

November 2022

October 2022

September 2022

August 2022

May 2022

April 2022

MARCH 2022

FEBRUARY 2022

2021

DECEMBER 2021

NOVEMBER 2021

OCTOBER 2021

SEPTEMBER 2021

AUGUST 2021

JULY 2021

JUNE 2021

MAY 2021

APRIL 2021

MARCH 2021

PROPERTY TAX TRUST WEBINAR

FEBRUARY 2021

2020

DECEMBER 2020

NOVEMBER 2020

OCTOBER 2020

SEPTEMBER 2020

AUGUST 2020

JULY 2020

JUNE 2020