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Financial Access Checklist
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Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Unconscious Bias in Recruitment: How to Overcome It
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  • Webinar

From Trusts to Taxes: Customizing Your Estate Plan

May 14, 2025
From Trusts to Taxes: Customizing Your Estate Plan

May 14, 2025 | 11:30 AM - 12:30 PM | Webinar

Have you safeguarded your estate against unforeseen circumstances? A well-designed estate plan is crucial for protecting your assets and securing your legacy. Join Lutz experts Tom Hodgson and Ben Burton as they guide you through the intricacies of estate valuations, trust setups, and tax considerations to help you create a plan that reflects your wishes and minimizes potential conflicts. 

KEY TAKEAWAYS: 

  • Estate Plan Customization Options
  • Trust-Based Asset Protection
  • Techniques for Minimizing Estate Tax Liabilities
  • Action Steps for Updating Your Estate Plan 

SEMINAR LEVEL:

Intermediate

WHO SHOULD ATTEND:

High Net-Worth Individuals, Business Owners, Individuals with Complex Family Situations

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