WEBINARS & BLOGS
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- All
- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution...
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Choosing and Educating Your Future Trustees – Do it Right!
Prepare your trustees instead of throwing them in the deep end of the pool! Vital for EVERYONE leaving behind a Living Trust and successor trustees: ...
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What If My Spouse Remarries? Protecting Your Kids After You’re Gone
You certainly may want your spouse to benefit from your hard work, but you probably also want to ensure something is left over for the ...
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What are The Estate Planning Basics? What Goes in an Estate Plan?
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join ...
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Collapse of Silicon Valley Bank & How to invest in the Slowing Economy
Uncertain about your investments and your bank? You are not alone. 2022 was WORSE than 1929 when it came to 60/40 (stock/bond) portfolio returns. This ...
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Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!
How can you find and vet advisors or get them to actually talk to one another?! In this webinar, we explore secret approaches used by ...
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Choosing Between Types of Business Structures For Tax and Liability Protection
What types of entities can California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the difference ...
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Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
The Employee Retention Tax Credit (ERTC) for 2020 or 2021 helped many businesses stay afloat during the height of the pandemic. But now, those tax ...
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Stung by 2022? Get Your 2023 Financial Act Together!
If you’re still feeling the financial sting of 2022, join us and get your 2023 financial act together. Don’t make the same financial mistakes twice...
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Why High Net Worth Families Should Consider a Family Office
Does your family control assets over $10M? Consider our Family Office, a specialized service for customized, year-round, long-term planning to manage and preserve wealth through ...
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Sticker Shock! What will updating a Living Trust cost in 2023 and WHY?
Sticker shock about the soaring prices of just about everything? So how much will a Living Trust update cost in 2023? How do you choose ...
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What is a California Private Retirement Plan (PRP)?
How does a Private Retirement Plan (PRP) protect assets from bankruptcy and lawsuits? Does a PRP require a trust administrator? Are there tax benefits to ...
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Strategies to Help Your Child Buy a House
How can I help my child buy their first home? What tax forms do I need if I give my children money for a house ...
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Market Insights for 2023 with Phil Blancato
Wondering what to expect in 2023? Join us for an insightful and exclusive conversation with market strategist Philip Blancato, CEO of Ladenburg Thalmann Asset Management...
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How Wealthy People Structure Estates to Reduce Taxes
How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on ...
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Estate and Tax Planning Issues For Business Owners
Business owners have unique tax and estate planning needs–and opportunities–far more complex than any W-2 employee. In this vital webinar for any business owner, we ...
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Do my spouse and I need a prenup or a postnup?
What is a postnuptial agreement in a marriage? Why a prenup or postnup can be crucial for Estate Planning, and especially for major gifts. How ...
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Eight Important Things to Discuss at the Thanksgiving Table
Thanksgiving is a great chance for a family to come together and have important conversations. Jim Cunningham suggests eight topics you should seriously consider...
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