Special Needs Trust
Discover More about Special Needs Trust Did you miss the Special Needs Trust Webinar with Professional Trustee LeeAnn Hitchman? No worries! Learn the must-know basics of Special Needs Trusts and discover how to protect your loved one’s future with confidence. Watch the replay here and take the key steps to create a successful plan!
05 What is Trust Administration?
05 What is Trust Administration? Discover trust administration and how to ensure you are taking the necessary steps to protect your estate plan. Enter to Webinar
01 Proposition 19 – What You Need To Know
01 Proposition 19 – What You Need To Know Are you planning to pass down a home or other California real property to your child(ren)? Then you should be aware of how a new law called Proposition 19 will impact your family. Enter to Webinar
02 Right Of Occupancy Trust
02 Right Of Occupancy Trust A right of occupancy trust can help you plan for situations that relate to property use and ownership. Enter to Webinar
03 Prepare Your Successor Trustee
03 Prepare Your Successor Trustee Learn more about preparing your Successor Trustee to take over and about what it means to be a Trustee. Enter to Webinar
04 Retirement And The Secure Act
04 Retirement And The Secure Act The Secure Act is a new law that created major changes for inherited retirement accounts. Learn more about this new law! Enter to Webinar