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

The Empowered Estate Plan Book Cover

Sell or Transfer Your Business

When you want

For the money you want

To the people you want

Learning Center

Common Considerations for Using a Liability Waiver in Your Business

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?

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.

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

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