Join Brandon Rains and a group of like-minded clients and their successor trustees as Brandon reviews some of the responsibilities and duties of successor trustees. Being a trustee (and learning […]

Join Brandon Rains and our special presenter, Katie Spencer. Dr. Katie Spencer is a wealth coach and clinical psychologist. Through her business Northbound Coaching, Dr. Spencer offers an insider’s perspective on […]

Learn from speaker Brandon Rains, JD, an estate planning attorney, how to include the "why" in your estate plan. Learning Objectives: Understand estate planning strategies for incapacity and death Learn […]