Planning for Those Special to You: What You Need to Know About Special Needs Trusts

Zoom

Join us for an enlightening webinar that delves into the world of Special Needs Trusts (SNT). Whether you are a family member, caregiver, or a professional advisor, this webinar will equip you with valuable insights and practical knowledge to secure a better future for loved ones with special needs or disabilities.

Real Estate and Your Estate Plan

Zoom

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!

What To Do When a Loved One Dies? Part 1

Zoom

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!

What To Do When a Loved One Dies? Part 2

Zoom

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!

How Does the Election Effect Your Estate Planning

Zoom

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!