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Resources & Education

Laws change and opportunities can open or close, often with little or no fanfare. That is why it is so important for our team to be ahead of change. To prepare our clients and colleagues for how changes in tax laws and other important legislation might help or challenge your plans for the future, we engage in rigorous ongoing education and share that information when it is appropriate.

Onsite Programs for Financial Advisors, Lawyers and CPAs

We offer onsite programs to our professional community of financial advisors, lawyers and CPAs that address the latest trends and development in business and estate planning.

  • Estate Planning 101: The Basics
  • The Ten Most Common Estate Planning Mistakes
  • Estate and Trust Administration: What to Do When a Loved One Dies
  • Succession Planning for Closely Held Businesses

Email Candice Wheeler for more information.

Staying in Touch Is Our Commitment to You

Staying in touch with clients, colleagues and friends in our community is important to us. Reach out to us at any time or view our newsletters and blog articles to see the latest topics we’re discussing.

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