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
How to PROTECT Assets and Cut Taxes!
For California residents, we’ll discuss a great, but little-known tool that can protect your assets from creditors in preparation for retirement—but it must be structured ...
Learn More →
Why Retiring in California May Actually Be a Smart Idea
Is it possible for me to retire in California? How much does it cost to retire in California? Is California too expensive? Are California’s income ...
Learn More →
What Do I Do If I SUDDENLY Become a Successor Trustee?
Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!
Learn More →
How to Choose a Successor Trustee for a Living Trust
How should I choose the successor trustee for my living trust? Should I name more than one trustee for my trust? Are co-trustees or joint ...
Learn More →
LAST CHANCE: Oil & Gas Govt Tax-Subsidized Investments in July & Aug
Smart investors can minimize income tax liability while receiving a remarkably good return. Learn a little-known tax-saving strategy only offered during July and August!
Learn More →
Investing In Cryptocurrency: The Hot Tax and Estate Planning Issues
An attorney discusses the legal, tax, and estate issues in cryptocurrency. How do you own cryptocurrency? How is cryptocurrency taxed? What are best practices for ...
Learn More →
CRUCIAL Estate Planning for Life Partners & Unmarried Couples
Proper Estate Planning ensures a life partner will benefit from an estate, avoid a complicated estate administration process or litigation—and may reduce taxes after you ...
Learn More →
What is a power of attorney? What are the dangers of a POA or a conservatorship?
Do I need a Power of Attorney (POA) to take care of my parents? How to get Power of Attorney in California? What are the ...
Learn More →
High-Power INVESTING with a Self-Directed IRA
If you would like to invest your IRA funds in alternative assets, including real estate, crypto currency, startup companies, or precious metals, we will tell ...
Learn More →
Insider Market UPDATE for 2022 into 2023
What should Wall Street (and you!) expect for the rest of 2022 into 2023? Join us for a frank and exclusive conversation...
Learn More →
Medical Professionals: SPECIAL Estate Planning Issues
Let's discuss the unique issues and special strategies that physicians, dentists, pharmacists, and other medical professionals must know when planning their estates...
Learn More →
Life Insurance—Getting It RIGHT and Getting It WRONG
We break down the issues, discuss case studies, look at common mistakes, and see how life insurance plays out in the real world...
Learn More →
Top Mistakes Made When Managing Aging Parents’ Affairs
How to take care of aging parents in California? What are the biggest Elder Care mistakes I need to avoid? When do I need to ...
Learn More →
Strategic Financial & Estate CHOICES at Age 60, 70, or 80
At each stage, it’s far too easy to miss opportunities and make wrong choices. Don’t miss this vital webinar!
Learn More →
Millennials & Their Families: HOT Estate Planning Topics
Millennials need expert, savvy Estate Planning, and they need it now. Attend this webinar with your adult children and help them get a head start ...
Learn More →
IRA Tips: Get CREATIVE with Your RMD Strategies!
In this webinar, we review the basics, then dive deep into RMD strategies often overlooked from a tax perspective so you can make the best ...
Learn More →
How to Keep Assets Private & PROTECT them from Creditors
If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of ...
Learn More →