Whether you’re a CPA, a Realtor, a Certified Financial Planner, an investment advisor or other financial professional, your clients look to you for advice. Yet there is one thing you can’t provide for them that is absolutely vital: an Estate Plan. Learn about our 3 Business Partner Platforms to do just that.
Regardless of what kind of financial professional you are, from CPA to investment advisor to financial planner, your clients all have valuable digital assets that they need to protect, like personal files stored on the cloud, social media accounts or cryptocurrencies. Furthermore, they may well expect you, as their trusted advisor, to help them do this.
Buying a home is an investment. Being one of the largest investments you make during your lifetime, you want to […]
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.
With new homes selling for an average of $453,700 and new cars costing an average of $47,077, few of us have the resources to pay cash for the things we buy.
One of the greatest advantages of adding one or more trusts to your estate plan is you can amend any […]
Back in the 1980s, Robert Schuller, a Christian televangelist, coined a motivational quote that swept the nation: “Tough times never last, but tough people do.” That is just as true today as it was then. However, even tough people often wish that they had an instruction book on how to get through the greatest challenges in their own life.
Sooner or later, most all of us will need help with our daily activities. The type of help needed can range from a little to a lot, and can include the following:
The ongoing pandemic has had one unexpected result: New business openings soared to record highs in 2021. Witness the following:
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.