In April 2020 Peak Trust Company conducted a nationwide survey of advisors, CPAs, and estate planning attorneys. Survey revealed key client concerns that a ROTH conversion can address More than 50% clients have...
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The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to...
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Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
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Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...
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Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...
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This webinar will explore steps you might consider for your practice and clients in light of the Coronavirus. Health issues are no doubt of paramount importance for you and your practice. What steps are some fi...
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Doctors and their practices are common targets for terrible and aggressive lawsuits which are commonly based upon bad results from treatment or procedures that have nothing to do with the doctor's skills or act...
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This webinar is about the importance of automating processes, documents and the adequate use of the tools provided to make remote work more efficient....
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We are living in difficult times: stock market declines, economic turmoil (according to many a recession), the strain of quarantine, and mostly the worries and health challenges of coronavirus. What steps can a...
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