

$25.00
Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’
Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’
From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Begin with the End in Mind?’
Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.
Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’