Monthly Q&A Event Recordings 2026 July 2026- Title Fraud June 2026- Understanding Sub-Trusts May 2026- How Assets Actually Pass at Death April 2026- Incapacity and How Your Life Plan is Designed to Cover It March 2026- Understanding Your Health Care Documents February 2026- Lesser Known Protections Already Built Into Your Life Plan 2025 December 2025- The Non-Financial Side of Estate Planning November 2025- Prop 19 October 2025- Asset Protection Strategies September 2025- Your Trust Portfolio August 2025- Gift Tax Rules – Benefits and Drawbacks July 2025- The Big Beautiful Bill June 2025- Bank Account Ownership May 2025- What To Do With Assets That Don’t Go In Your Trust April 2025- What Happens When an Asset Is Not Property Funded March 2025- Navigating Insurance in Estate Planning February 2025- The Digital Side of Estate Planning 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
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