From high school onto adulthood! Your child has many milestones ahead of them, and getting an estate plan should be one of them. Join Paula Clarkson and Cassidy Russell for an informative webinar on what documents every young adult needs, whether they are heading off to college, living at home, or venturing off on their own.
Our hosts John Hannon and Cassidy Russell are joined by professional fiduciary LeeAnn Hitchman from Hitchman Fiduciaries to discuss how to plan for those in your family with special needs. With their professional and personal experiences they will review options to protect your family members. Register today to learn how to protect your loves ones who need it the most. Registration coming soon!
Join Paula Clarkson and special guest speaker Paula Aragone of Aragone of Aragone & Associates for a webinar on how to protect your home and your assets. Registration coming soon!
When someone you love passes away and they left behind a trust, what do you do? It can be tough to navigate, and on top of losing a loved one, it can all feel overwhelming. Join John Hannon and Neil Negrete for a two-part webinar series on the basics of administering a trust, whether you're a trustee or a beneficiary. Registration coming soon!
In Part 2 of this webinar series, hosts John Hannon and Neil Negrete will discuss the dreaded Probate process -- what it entails, what the process is, and what to expect as an executor of a loved one's estate. Registration coming soon!
Join Paula Clarkson and John Hannon for an informative discussion on what you need to watch for during this election season and how it affects you and your estate planning goals. Registration coming soon!
Join Paula Clarkson and Cassidy Russell for an informative webinar about how to utilize charitable gifts in your estate planning strategies. Registration coming soon!
