Estate Planning Webinar Recording

This webinar pertains to Estate planning & Wills & Trusts –

With Tim Jordstadt –who has been a CPA for over 45 years and reps some the entertainment industry’s biggest names –

With Dr. Richard Krejcir – who is a licensed and experienced Financial Consultant with over thirty years of experience –

Here will you have some information on why estate planning is so important. If you do not want to outlive your money and you want your assets to be properly managed and preserved during your lifetime and how you want them distributed after your death, you have to have planned. If you want a simple, tax-efficient, and organized transfer of your assets to loved ones, then you need to have the right products and plans in place.

If you live too long, you will outlive your money.

Have you ever wondered what would happen if you lived too long, that you will you outlive your money?

What happens when we live too short, will our investment vehicles be there to help and secure our family?

If you get sick, you can lose your money.

Just a heart attack, stroke, or cancer can set you back over $250,000.

Buy-sell agreement and Succession Planning.

These products are tools designed for protecting and preparing the business from the death or retirement of the owner.

We can help you on all of those fronts!

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