Stan and Brian discuss a couple of strategies for using Limited Liability Companies.
Special guest Whitney Wilson explains the basic planning concepts around using Trust to plan for the care of a Special Needs family member.
Stan and Brian discuss the Tax Reform Act of 2018 with special guest John Winslow CPA with Baldwin CPAs.
Stan and Brian talk about the importance of Disability Insurance.
Stan and Brian talk about the importance of making sure your assets are titled properly and having your Beneficiary Designations updated.
Stan and Brian discuss the basics of each of the documents that make up an Estate Plan: Will, Power of Attorney and Trusts.
Stan, Donna and Brian compare different types of Life Insurance and the positives and negatives of each type.