Category Archives for "Video"

I just wanted to send a quick message to let you know that we’re here for you during this challenging time. If you need anything, we’re here to help. To best serve you, we are conducting all of our meetings virtually, with the same level of quality and service. On our website, we have prepared […]

If you have a life insurance policy, we don’t recommend naming your children as your beneficiary. Actually, we never recommend naming a minor child as a beneficiary of any type of asset, whether it’s a retirement account, a life insurance policy, etc.  Why? If something happens to you, they then become the owner of that policy, […]

How do you select the best candidate for guardianship over your children in the event of your passing?  Today’s topic is very near and dear to my heart, and one I think about often because I have a toddler at home: How do you select the best candidate for guardianship over your children in the event […]

Are you concerned about how your retirement account will pass on to your loved ones with the best tax income results (i.e., they’ll pay the least amount of income taxes) and in a manner that protects what you’ve worked hard for against lawsuits, creditors, or future divorce? Do you  expect to have more than $100,000 […]

Businesswomen often have to juggle between their business, family, and children. How do you keep the balance between your business and family while protecting your assets?  Join us on Thursday, January 23 at our “Lunch and Learn” educational seminar to find out. After attending, you’ll walk away with tips every businesswomen/owner should know.   This event will be […]

Happy Holidays from our team to your family! We hope that you and yours are able to spend lots of quality time together while you enjoy the great holiday meals and festivities that are sure to come. As always, if you have any questions for us, don’t hesitate to react out. We are here to […]