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Estate & Legal Planning


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.
Understanding Child Support
Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Interesting Cases in Family Law
The Family Courts are ripe with cases that help to round out a planners legal knowledge.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Financial Considerations for Unwed Parents
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Special Needs Planning & Applicable Social Security Benefits
Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
Ten Ways to Mitigate Financial Loss in Divorce
What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
The Key Estate Planning Documents
Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP