Plan with us

Prepare for Your Meeting
Things to Remember
Webcast Series
Professional and Community Organizations
PREPARE FOR YOUR MEETING
(click topic below to open)

Appointment Schedule

Estate Planning Organizer: Single

Estate Planning Organizer: Married
Couples & Domestic Partnerships

THINGS TO REMEMBER
(click topic below to open)

Keep It Together!
Tips to Get Organized


WEBCAST SERIES
(click videos below to open on YouTube)

Estate Planning
What Is Estate Planning?
Estate Planning's Basic Steps
The Estate Planning Team
Data Gathering and Estate Planning
Health Care Proxy In Estate Planning
Living Will in Estate Planning
Power of Attorney in Estate Planning, Part 1
Power of Attorney in Estate Planning, Part 2
An Estate Taxes Primer
Estate Distribution, Part 1
Estate Distribution, Part 2
Estate Distribution, Part 3
Protecting Special Needs Beneficiaries
Long Term Care Planning, Part 1
Long Term Care Planning, Part 2
Long Term Care Planning: The Home, Part 1
Long Term Care Planning: The Home, Part 2
Long Term Care Planning: The Home, Part 3

Estate Administration
Probate Assets vs Non-Probate Assets
The Probate Process
Intestate Administration
Estate Creditors
Timing of Distributions
Delays in Estate Administration
Income Taxes
Exempt Property & Small Estate Proceedings
Charitable Beneficiaries

Choice of Entity
Introduction to Entity Formation
Ease of Formation
Control & Management
Liability Protection
Income Tax on Operations
Other Tax Issues
Jurisdiction

CPA Academy
Exploring The CPA'S Expanding Role In A Client’s Tax and Financial Planning
Estate Planning Strategies For Medium and High Net Worth Clients Post-TCJA
Tax Efficient Charitable Giving Strategies



PROFESSIONAL AND
COMMUNITY ORGANIZATIONS
(click topic below to expand and open)
ESTATE PLANNING ELDER CARE ESTATE ADMINISTRATION BUSINESS RESOURCES TAX
BAR ASSOCIATIONS CHAMBERS OF COMMERCE FINANCIAL PLANNING