Trusts & Estates
watch
Trusts & Estates
Hidden Secrets of Wealth Docx: Re-apply Style Sheet
Hidden Secrets of Wealth Docx Re-apply Style Sheet: Easily adjust the formatting of your documents.
Topics
Related Resources
watch
Trusts & Estates
Estate Tax Repeal
Join Robert S. Keebler, CPA, MST, AEP (Distinguished) for a discussion of the implications of the recently introduced bills to repeal the estate tax and the generation skipping transfer tax.
Learn More
watch
Trusts & Estates
An Elder Law Case: From Initial Consult to Funding
During this video, Zach Bloxham will illustrate Medicaid crisis and proactive planning cases from the initial consultation to funding a Medicaid Asset Protection Trust.
Learn More
watch
Trusts & Estates
Retirement Account Planning with the Secure SNT and Charities
During this video, you will learn how to plan under the Secure and Secure 2.0 Acts.
Learn More