Have a specific situation you want a second read on?
Book a complimentary 20-minute call. No prep, no pitch — just your questions answered.
Evergreen resources — good to keep on hand anytime, whichever session brought you here.
Download the Estate & Financial Life OrganizerDownload the Estate Planning Starter GuideDownload the New York Cliff Check (2026, fillable)Download the Advisor Letter Template
Everything from the session — Safe From the IRS, Not From Albany: New York Has Its Own Estate Tax — and Its Own Cliff — is right here.
Download the slidesDownload the New York Cliff Check (fillable)Transcript — posted within a few days of the session
Presented Tuesday, September 15, 2026
Recording — available after the session
Everything from the session — The Second-Marriage Trap: When “I Trust Them to Do the Right Thing” Isn’t Enough — is right here.
Presented Tuesday, August 25, 2026
The recording is available now — watch the replay →
Everything from the session — How Families Accidentally Disinherit Their Own Children — is right here.
Presented Monday, July 20, 2026
The recording is available now — watch the replay →