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.
Is Your Trust Actually Protecting Anything? The Truth About Trusts They're Not Telling You on Social Media
“I have a trust” and “my assets are protected” are not the same sentence. Some of the most confident claims on social media fall apart in a New York courtroom — assets people were sure were untouchable have been pulled back for creditors, a child's divorce, or nursing-home costs, because the trust was the wrong type, was never funded, or gave the beneficiary so much control that a court saw right through it.
Register → Can't attend live? Register anyway — we'll send you the recording.Upcoming webinars
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 →The Season of Giving: What to Know Before You Make a Year-End Gift
A check for a child, tuition for a grandchild, a hand with a down payment. It feels simple — but the same gift can be a smart move or an expensive surprise. How the gift tax really works, the tuition and medical gifts that don't count at all, and New York's three-year clawback.
Register →Watch past sessions
Safe From the IRS, Not From Albany: New York's Estate Tax Cliff
Watch the full session on demand.
Watch replay →How Families Accidentally Disinherit Their Own Children
Watch the full session on demand.
Watch replay →