For one of our Free
Estate Planning Seminars!
Our Estate Planning SeminarOur presentation features an easy to understand description of estate planning problems and solutions as seen through the eyes of a typical family. We discuss wills, living trusts, powers of attorney, living wills, beneficiary designations, special needs trusts, tax issues, disclaimer trusts and other matters. At the end of the presentation, audience members will have an excellent understanding of the estate planning process and the differences between wills and trusts.
Our Retirement Planning SeminarsOur presentation discusses baby boomer statistics and offers a step-by-step approach to retirement planning, including estate planning, and business succession.
Our Business Planning SeminarOur presentation discusses Subchapter S Corporations, LLCs, basic business incorporation steps, management structures, basic contracts and agreements, Boards of Directors, stock ownership and stockholder agreements, financing, leases, vendor agreements, taxes and other matters. At the end of the presentation, audience members will have a better understanding of business formation and operation.