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2016 Educational Workshop Schedule*
2016 Educational Workshop Schedule*

These programs are strictly voluntary and provide you with the opportunity for valuable education. We encourage you to attend any or all workshops available. They are designed with your interests in mind and are for your welfare and knowledge. We hope you will find these ...

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Blog Posts in 2016

  • 2016 Client Update Program

    There is still time to register for the 2016 Client Update Program. The Client Update Program is required every other year to reinstate your trust. If ...

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  • Client Update Program™

    In our formal updating program, trust documents are updated bi-annually for legal/technical and personal changes. Please remember to bring your red ...

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  • 2016 Annual Family Reunion™

    We look forward to seeing everyone at the Annual Family Reunion this year! If you have not already done so, please make sure to return your Asset ...

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  • Annual Family Reunion™

    Please remember to bring your Operator’s Manual, Red Estate Planning Portfolios, your personal calendar and your address book to the Annual Family ...

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  • Protecting Americans From Tax Hikes (PATH) Act of 2015

    On December 18th the President signed into law the PATH Act of 2015. This bill provides some much needed certainty by making over twenty tax relief ...

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