Estate Planning Webinars
Each month we break down where estate plans quietly go wrong — and the moves that keep your family, your home, and your legacy protected.
Real examples, straight answers, and a replay sent to everyone who registers.
Safe From the IRS, Not From Albany: New York's Estate Tax Cliff
Go even slightly over New York's threshold — as little as 5% — and you don't just pay tax on the amount above the line. You lose the exemption entirely, and the tax applies to your whole estate from the first dollar. Families who are “only” worth six to eight million are exactly the ones it catches, because they were watching the federal number.
Register → Can't attend live? Register anyway — we'll send you the recording.Upcoming webinars
Is Your Trust Actually Protecting Anything?
The truth about trusts they're not telling you on social media. Scroll for five minutes and someone's asking whether your assets are protected — it sounds authoritative, and it leaves a lot of people with a trust they don't fully understand.
Register →The Talk You Keep Avoiding at Thanksgiving
Choosing who's in charge when you can't be. Guardian, executor, trustee, power-of-attorney agent — what each role really demands, who New York lets you name, and how to raise it with family without it turning into a fight over the pie.
Register →Watch past sessions
How Families Accidentally Disinherit Their Own Children
Watch the full session on demand.
Watch replay →