PLANNING TODAY, PEACE OF MIND TOMORROW
The Empowered
Estate Plan
Co-creating plans that work with people who care
5 Reasons Everyone Needs
An Estate Plan That Works
Learning Center
Common Considerations for Using a Liability Waiver in Your Business
One of the biggest risks that businesses face is exposure to lawsuits that involve injury and loss claims. Liability waivers are used most commonly by businesses that offer inherently dangerous activities. These can include ski resorts, amusement parks, and gyms....
What Is an Equity Purchase Agreement and Why Do I Need One?
An equity purchase agreement is also known as a share purchase agreement or a stock purchase agreement. It's a contract that transfers shares of a company from a seller to a buyer. Equity purchases can be used to acquire a business in whole or in part. They are...
Asset Protection and Taming The Planning B.E.A.S.T.
The planning beast is always lurking. Will you be its next victim? By James L. Moore, JD, CExP The primary focus of most entrepreneurs is running a successful business. For this reason, proactive planning often gives way to the demands of the day. This is...
LifeSpan™ Process Structure
01
Exploration Phase
- Client orientation meeting
- Discovery Dialogue
- Commitment conversation
02
Design Phase
- Counseling and design session
- Counseling and review session
03
Funding Phase
- Financial strategy meeting
- Funding meeting
04
Maintenance Phase
- Anual client meeting
- Client update program
- Beneficiary / Helper training
05
Settlement Phase
- Wealth reception planning and settlement
