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Estate & Legal Planning


APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$795
Digital Asset Estate Planning
August 23, 2023
James G. Burnes, Esquire James G. Burnes, Esquire
Financial Planning with Reverse Mortgages
July, 26 2023
Alexus Rogers Alexus Rogers
Declining Mental Capacity and How It Affects Estate Plans
July 18, 2023
Judith Pearson Judith Pearson
Revocable Trusts and Planning for Incapacity
May 24, 2023
Michelle R. Diamond Michelle R. Diamond
Beneficiary Planning with SECURE 
March 28, 2023
Jeffrey Richard Hoenle Jeffrey Richard Hoenle
Trusts and the Great Wealth Transfer
March 8, 2023
Michelle R. Diamond Michelle R. Diamond
The Power of the “Defective” Grantor Trust
December 7, 2022
Brian E. Raftery Esq. Brian E. Raftery Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
Helping Your Clients with Estate Planning
October 5, 2022
Leah Del Percio, Esquire Leah Del Percio, Esquire
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
Best practices for working with clients using Artificial Reproductive Technology
August 10, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Adding a “Letter of Wishes” to your Estate Plan
May 11, 2022
Jill L. Miller, Esq. Jill L. Miller, Esq.
$79
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
April 13, 2022
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
Being an Ally:  An Introduction to working with the LGBTQIA Community
March 12, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
A Financial Planners Perspective on Trust Funding
January 27, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
What’s So Special About Special Needs Planning?
September 22, 2021
Russell J. Fishkind, Esq. Russell J. Fishkind, Esq.
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
June 3, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
All Trusts are NOT Created Equal
April 14, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
A Financial Planners Perspective on Estate Planning
March 24, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Special Needs Planning: You cannot “fake it until you make it”
March 10, 2021
Debbie Niemann, MBA, ChSNC Debbie Niemann, MBA, ChSNC
Art and Collectibles: Preserve, Protect, Manage and Plan
February 3, 2021
Alanna Fabbri Butera, MA Alanna Fabbri Butera, MA
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
Pet Trusts
12/9/2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Essential Estate Planning Check-Up
August 5, 2020
Jill L. Miller, Esq. Jill L. Miller, Esq.
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
July 8, 2020
Brian E. Raftery Esq. Brian E. Raftery Esq.
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Dealing with Incapacity: Guardianship v. Durable Power of Attorney
March 11, 2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Revocable Living Trust Boot Camp
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq. Jill L. Miller, Esq.
The Five Things Every Financial Professional Should Know About Estate Planning
Supporting Your Client's Estate Planning Needs
Jill L. Miller, Esq. Jill L. Miller, Esq.
Anatomy of Divorce
Learn the common elements of divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.