Tools & Resources

The Cash Creator

Our Cash Creator℠ saves clients an average of  $240,000  in tax incentives and expense reductions  annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…

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The Cash Creator

Our Cash Creator℠ saves clients an average of  $240,000  in tax incentives and expense reductions  annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…

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Estate Transition Checklist

Historical data shows that only 3 families in 10 will successfully transition their estate to the next generation and by the beginning of the third generation, 9 out of 10 families will involuntarily lose their financial assets and real estate. High net worth families have access to best-of-class advisers, so what is the reason for…

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Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

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Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

Read More

FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

Read More

Estate Planning Books From Amazon

The topic of estate planning encompasses so many areas that it takes a considerable amount of time to fully understand all of the angles and nuances involved. Below are dozens of publications that touch on many of the areas related to creating a successful estate plan. You can visit our section of Estate Planning Book…

Read More

Estate Planning Books From Amazon

The topic of estate planning encompasses so many areas that it takes a considerable amount of time to fully understand all of the angles and nuances involved. Below are dozens of publications that touch on many of the areas related to creating a successful estate plan. You can visit our section of Estate Planning Book…

Read More