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Estate & Legal Planning


APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$895
Financial Planner's Pathway
Your Bridge to Financial Planning
Contact Us 800-568-2444 Contact Us 800-568-2444
$895
Planning for a "Silver Marriage"
Novemer 13, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Corporate Transparency Act – Deadline Approaching!
October 23, 2024
Thomas Tietz, Esquire Thomas Tietz, Esquire
Pre and Post Nuptial Agreements: Not just for the Rich & Famous
September 25, 2024
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Aging, Caregiving & the Role of the Financial Professional
July 24, 2024
Lily Vittayarukskul Lily Vittayarukskul
Maximize Life Insurance Value: Ethical and Professional Responsibility
June 26, 2024
Jamie L. Mendelsohn Jamie L. Mendelsohn
An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
Jill L. Miller, Esq. Jill L. Miller, Esq.
Working with a Client who serves a Trustee
February 28, 2024
Michelle R. Diamond Michelle R. Diamond
Understanding Veteran’s Benefits
November 15, 2023
Susan L. Chalgian, Esquire Susan L. Chalgian, Esquire
The Intersection of Estate and Elder Care Planning:
October 26, 2023
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
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
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