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What We Do

Continuing Education Opportunities

These Continuing Education events focus on you specifically as a financial advisor.  My intent is to help you understand how estate planning interacts with your profession and our common interests, so you can better serve your clients.

Topics will address subjects including, but not limited to, foundations of estate planning, opportunities for professional collaboration, estate planning for business owners, evaluation of your clients’ estate planning needs, advanced estate planning, and other topics.

I also will address how some of the strategies that you use to benefit your clients interact with estate planning and how they work within a larger estate planning strategy.  These may include IRA’s, life insurance, 401(k)’s, investments, and other strategies.

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Estate Planning In Depth

Trust-Based Planning

Will-Based Planning

Incapacity
Planning

Planning for
Minor
Children

Asset
Protection
Planning

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