The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others and live happier lives. Through this self-study program and discussion […]

Estate planning basics are continued in this webinar, exploring the use of trusts in an estate plan, income taxation of trusts, and planning for the federal estate tax.  Foundational concepts will be reviewed briefly to bring attendees up to speed.