WEBINARS & BLOGS
Please consider subscribing to our YouTube channel to stay fully up-to-date!
- 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
SECRETS of Oil & Gas Tax-Subsidized Investing
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big ...
Learn More →
Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty...
Learn More →
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its ...
Learn More →
RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution...
Learn More →
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: ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
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...
Learn More →
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 ...
Learn More →