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Hi there. I am here again today to talk to you about let's consider eliminating outright distribution. So what's outright distribution? What do I say about that? That classic I know you must have...

Are you on the path of a practice only retirement plan? If you're not sure, or if there's a question that you're curious about, you might want to keep listening. A practice only retirement plan is...

We're going to talk today around contingent beneficiary. So what is a contingent beneficiary? So when you go get it, a will done and or a trust done, the attorney won't let you out the door without...

Reward programs are one of the hardest things to implement in a business. And the reason for that, sometimes people have no idea what they're actually doing to have an impact on the overall business...

Hi, so glad to have your attention and so glad to be here today to just give a three to five minute conversation around something in the estate planning world we call designation of beneficiary and...

Employees, such a hard conversation. We all need them as an owner to help us be able to free up our time. And at the same time, it can be incredibly difficult to keep the ones around that really do...

Hi, today I want to talk to you about guardianship. And in an estate plan, the guardian is the person you're going to name to take care of children under the age of 18 that are in your care. So...

Hey Smarter Vets! CJ Burnett here and today I'm going to give you the best tax advice I ever got I'll never forget the first time I heard an accountant tell me in order to save some tax I needed to...

Hi, I want to talk to you today about a tiny little document that most people don't even pay attention to in their estate plan, and that's called the “assignment of assets” form. So when clients go...