The Profiles of Money Models in Personal Planning
There are three money models with planning profiles within each. This article lays them out and explains their importance.
Understanding the Three Money Models in Personal Planning
The first step in personal planning is to determine which of three money models best describe you and your goals.
When will I stop worrying about my kids?
Family Protection Trusts provides a much needed financial framework to help family members who struggle.
Understanding State Estate Taxes: A Comprehensive Guide
Explore the landscape of state-specific estate taxes in the United States. This guide provides a detailed overview of the twelve states that impose th…
Probate Procedures in the State of Washington: A Comprehensive Guide
In Washington, probate means transparency and control. While an inventory and appraisal are optional, they empower Personal Representatives to navigat…
Methods to Avoid Probate: Checklist
Probate is the legal validation of a will post-death. Seeking methods to sidestep probate can reduce costs, time, and maintain privacy. Understanding …
Academy Overview
The Current Line-up The Masterclass, the Companion Course, Tuition-based courses, and membership-based events for winter 2022 and spring 2023. More Benefits Family Leaders The best…
The Stock Investments of Geoffrey Hinton
As A.I. expands, so will the demand for products and services that support the vast machinery of this new technology. Gain insight into a new way of …
The Ultimate Guide to Asset Protection: How to Safeguard Your Wealth with an LLC
This comprehensive guide covers the two essential aspects of LLCs that you must understand to effectively protect your assets and achieve peace of min…