Wealth Protector

Are you helping your elderly parents with their estate planning? Do you have your own planning in place?

 

Whatever you have going on in your life, it's important to understand how you and your family are impacted by estate planning.

 

Mental capacity comes up in estate planning disputes and can be ugly if you have not handled the issue properly.

 

I had the chance to chat with my colleague and expert attorney @christine allen. Christine is a Certified Specialist in Estate Planning,

Trusts and Probate.

 

She breaks it down in terms all of us can understand and her thoughtful input and wise advice is invaluable.

Are you an owner? Then you need to look at having a buy/sell agreement in place with your partner(s).

Or maybe you need to update old agreement. Times have changed big time due to financial crisis, perhaps the valuation of your business has changed.

You just don't want to litigate matters and a buy/sell is a great tool to avoid this.

The #1 goal of my content is to deliver valuable insight that positively impacts you in some way.

💡 Let's connect & share ideas.

(sponsored by American Apartment Owners Association)

Property owners are under siege right now.

Tenants are not paying rent and the threat of a liability lawsuit has mushroomed.

It's gotten frothy out there between landlords and tenants. In a crisis like this, it's ever so important to understand asset protection and how it can help to protect your personal and business assets from an unforeseen liability.

Keep in mind that proper asset protection planning is done BEFORE a liability arises.

Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.

Hospitals and doctors are legally required to ask about this document.

Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.

Hospitals and doctors are legally required to ask about this document.

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.

Ric Ocasek of The Cars died