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State Directory- Charitable GivingAn Estate Plan may include the potential valuation of property, estate tax estimates and recommendations that may help preserve the distribution of the estate. An estate plan also may recommend the establishment of trusts and a plan for charitable giving which can help you achieve your legacy while potentially reducing the size of your estate and tax liabilities. Using charitable planning, a donor can transfer assets to a non-profit after death, either by establishing a vehicle now (such as a trust) that will handle the asset until death, or by setting up a vehicle that will pay a gift to the non-profit upon the donor’s death—such as by designating a charity as the beneficiary of a life insurance policy.
- Wealth ManagementWed. April 15 | 10am PT Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.
- Retirement PlanningDevelop customized retirement strategies based on your personal objectives, risk tolerance, time frame for accumulation, and current financial situation.
- Long Term Care
- Asset ManagementWed. August 12 | 10:00 am PT Multi-Impact Asset Management in the Current Economy Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ […]
- Asset ProtectionWed. November 17 | 10am PT Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning […]