When you hear the words estate plan do you get a sick feeling in your stomach?
Putting your plan in place doesn't need to be a gut wrenching scenario. It actually can be positive.
Our process is:
1. Complete questionnaire
2. Get on Zoom with attorney expert for deep dive into your scenario
3. Receive digital draft of your plan to review
4. Get input on any follow up questions with your attorney
5. We build final version, send to you and you did it!
6. Ongoing complimentary access to service team.
Your Estate Plan Post Divorce
When To Update Estate Planning
Guard Your Investment Property {feat: Steve Williams, Esq. & David Calderon, Esq.}
Types Of Estate Plans
Estate Planning & Your Digital Assets
The Powers Of Your Trustee (feat: Noelle Bryce, Esq.)
Big Tax Credit For Your Business
Investment Property Alert!
Your Living Trust - Behind The Scenes...
Top 6 Mistakes People Make Setting Up & Maintaining A Limited Liability Company
Age Brilliantly (feat. Jerry Cahn)
A Trust To Mitigate Taxes
Financial Power Of Attorney
Advanced Medical Directives
Don‘t Get Blindsided! Guard Assets From Unforeseen Liability.
Will & Trust Horror Story
Your Child‘s Medical Authority Document
Children‘s Trust For Asset Protection
Entrepreneur Interview (feat. Evon Spangler)
How To Set Up Your Will & Trust
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The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
The Ramsey Show
Planet Money