PLANNING TODAY, PEACE OF MIND TOMORROW
Co-creating plans that work with people who care
5 Reasons Everyone Needs
An Estate Plan That Works
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....
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...
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
- Client orientation meeting
- Discovery Dialogue
- Commitment conversation
- Counseling and design session
- Counseling and review session
- Financial strategy meeting
- Funding meeting
- Anual client meeting
- Client update program
- Beneficiary / Helper training
- Wealth reception planning and settlement
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