ESTATE PLANNING WEBINARS
Administer a Living Trust When It's Time
FEBRUARY 16, 2022
They have a big role, now set them up for success – we’ll show you how. A must-attend event for you and your successor trustees to learn how to administer your living trust.
Learn What It Is and How to Prepare For It
MAY 25, 2022
Long-term care will have a significant financial impact on your family if you don’t properly prepare for it. We’ll cover the realities – considering our current pandemic – and how to successfully navigate this complex system.
ESTATE PLANNING MISTAKES
And How to Avoid Them
AUGUST 25, 2022
These common estate planning mistakes squander inheritance, create dissension, and incur costly taxes and fees. We’ll cover how to navigate around them.
MAINTAINING YOUR ESTATE PLAN
What You Need to Know
NOVEMBER 30, 2022
Time to clear up the confusion about how to maintain your estate plan. We will outline what maintenance should be done on your estate planning documents.
REAL ESTATE PROFESSIONAL SERIES
POA’S, WILLS, AND TRUSTS
What Realtors Should Know
MARCH 16, 2022
Learn how to take on a listing when the title owner cannot participate. Understand POAs, Wills and Trusts to advise your clients and protect your license.
Protect Your Clients
JUNE 7, 2022
Beware! Real estate wire fraud continues to be one of the most prevalent cybercrimes. Learn how to protect your clients from wire fraud, cyber threats, and other popular scams.
Through Probate Proceedings
SEPTEMBER 29, 2022
When can you sign a listing agreement with an Executor of an Estate? Avoid the pitfalls and legal and family disputes when selling the house of a deceased owner, whether or not the Estate is in Probate.
During Attorney Review and Inspection Periods
DECEMBER 15, 2022
The contract is accepted, but negotiations are not over. Get an attorney’s perspective on where to compromise and when to give in during the 5 day review period.
1745 South Naperville Road, Suite 100
Wheaton, IL 60189