Our Agent Town Hall Meeting discussed how to take advantage of tools on our Business Partner Site to increase your productivity With all the tools available to our business partners, we will demonstrate how to navigate the Business Partner website so that you can see how it can help you work smarter and become more productive
This webinar discusses what happens when your loved one passes away and how the administration of a trust requires a personal representative to follow several steps to distribute and take care of the assets on behalf of the beneficiaries. While this is not an easy task, it can be managed properly. We explain the process of dissolving a trust and the steps that need to take place.
Discover how easy it is to protect your home, assets, and life savings from probate by planning your estate!Probate is easily avoidable. Find out how easy it can be to protect your assets from probate in this 30-minute webinar, The Hidden Dangers of Probate.
Divorce is emotional and difficult, updating or creating your estate plan after divorce shouldn’t be. Our webinar helps you understand everything you need to know about revising your existing estate plan or creating a new estate plan. As Estate Planning experts, we can help you navigate through this process.
Starting a New Business or Already Have One? What are the Advantages/Disadvantages of Corporations or LLC? This webinar will help you understand the important differences between the various corporations; and help you determine the right corporation for you and your business.
In legal planning, incapacity planning has rapidly increased over the past 20 years becoming one of the largest legal needs and services. During our Incapacity Planning – How Does it Work? Plan for it Now webinar, Loriann shares what legal and practical solutions we can put into place for ourselves and our loved ones.
Watch webinar video at bottom. Are you confused about the different types of trusts? With all of the options out […]
Watch webinar video at bottom. Shauna A. Wekherlien, CPA and estate planning experts Jimmy Smith, Estate Planning Attorney, and Greg […]
Watch webinar video at bottom. The holidays are the best time to talk to your parents and family about estate […]