by Trysten Will | Jun 29, 2026 | Webinar
When Should you use an IRA/LLC or Checkbook Control IRA? One of the most common questions we receive from self-directed investors is: Do I need an IRA LLC? The answer depends entirely on what you are investing in and how you plan to invest. For some investors, an IRA...
by Trysten Will | May 27, 2026 | Webinar
Why Our Wealthiest Clients Put Everything in Their Living Trust Why Wealthy Families Put Their Assets in a Living Trust A revocable living trust can be the centerpiece of a comprehensive estate plan, but simply creating a trust is not enough. Your assets must also be...
by Trysten Will | Sep 12, 2025 | Webinar
Here’s the recording of our recent webinar, plus the full slide deck for reference. [Download the slides] If you’d like tailored guidance on your situation, you can [book a 15-minute consult with a Client Advisor]. In this session, Senior Attorneys Max Merritt and...
by Trysten Will | Aug 22, 2025 | Webinar
Here’s the recording of our recent webinar, plus the full slide deck for reference. [Download the slides] If you’d like tailored guidance on your situation, you can [book a 15-minute consult with a KKOS attorney]. In this session, KKOS Partner Kevin Kennedy and Senior...
