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Resources

Legal Topic Library

Estate Planning is a complicated world at the intersection of law, personal finances, and family. This website aims to help make sense of this intersection by providing newsletters, blogs, seminars, webinars, and other resources. The Legal Topic Library reorganizes this information into legal topics, allowing you to more efficiently understand the estate planning world that we all live in. I invite you to read through this Library by clicking on the topic that interests you. I am confident that through this Library, you will learn more about estate planning and how it can benefit you and your loved ones.

Asset
Protection

Blended
Families

Business
Creation

Business Succession

Corporations

Employment Contracts

Incapacity & Disability Planning

Irrevocable Trusts

LLCs

Planning for Minor Children

Probate

Special Needs Planning

Standalone Reirement Trust (SRT)

Tax
Planning

Trusts

Trust
Administration

Trust Modification

Wills

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Client Education Seminar

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 wealth dynamics within family systems. By working to strengthen relationships and build the foundation to effectively navigate the landscape of wealth, she helps clients identify […]

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