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Creating Liquidity at Death
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Capital Gains vs Estate Tax Planning
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Trust Distributions
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Corporate Trustees with Special Guest, Christopher Holtby
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Top Estate Planning Mistakes
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Dive Into the One Big Beautiful Bill
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Everything you need to think about tax planning before the year's end
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How to Incorporate Estate Planning Into Your Practice
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Why Trust Location Matters: Exploring Tax & Asset Protection States
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Top Client Questions
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The Role of an Executor
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Helping clients leave a legacy and facilitate a family meeting with Derrick Kinney
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Navigating the Line Between Tax and Legal Advice
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Trusts, Titling & Tough Calls: A Practical Q&A
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Titling Assets: The Critical Step After Estate Docs Are Signed
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Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations
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The Family Support Playbook: Gifting, Loaning, and Renting Explained
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Estate Planning Myths, Roadblocks and Solutions with Brent Weiss, Co-Founder of Facet
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Turning Market Turmoil into Estate Planning Opportunity
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Prenups, Post-Nups, and Protecting Assets in Marriage
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How to Handle Digital Assets in Estate Planning
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How AI Is Changing Wealth Management and Estate Planning
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What is a Financial Advisor’s True Role in Estate Planning?
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2025 Tax and Wealth Transfer Numbers Every Advisor Should Know
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Live from Heckerling: Trusts, Taxes & Conference Insights
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What to Know About Deed and Property Transfers in Estate Planning
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The Role of Charitable Giving in Estate Planning
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How Election Results Can Impact Estate Tax Strategies
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Charitable Giving & The Role of DAFs with Adam Nash
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How to Leave Assets to Children & Minors
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How to Financially Plan for Your Children’s Future
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Everything You Need to Know About Credit Shelter Trusts
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How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway
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Everything You Need to Know about Gifting (& Taxes)
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You Created Your Estate Planning Documents, Now What?
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SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "
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Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason
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Where Estate Planning Fits into Life Planning with Justin Castelli
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Everything You Need to Know About Marital Trusts
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Approaching difficult conversations with clients - Anna N'Je-Konte
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Preparing for the Unimaginable and Inevitable with Samantha Russell
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How to approach real estate in an estate plan with Jennifer Rozelle
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What to Know About Funding a Trust
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How To Manage Estate Planning Costs For Clients
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Should Your Irrevocable Trust Own Your Business?
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Should Your Revocable Trust Own Your Business?
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Tips for Advising New Clients on Estate Planning
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Individual vs. Joint Trusts: Which One Makes Sense?
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2024 Estate Planning Numbers You Need to Know
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Revocable Trusts Explained: The Power To Change Your Mind
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When To Update An Estate Plan
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Key Estate Planning Terms To Know
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Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.
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Intro to Revocable Trusts vs Irrevocable Trusts
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Trusts vs. Wills
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Foundational Estate Planning Documents
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Estate Planning Basics
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Introducing The Practical Planner
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