Latest Past Events

What To Do When a Loved One Dies? Part 1 – Trust Administration

Zoom

Join us for an educational webinar series that details the duties and responsibilities of successor trustees and executors after the death of a loved one. This is a two-part webinar series where part one will describe what administering a trust looks like and part two will delve into the details of probate.

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!

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.