Tag: estate planning
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Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group
ATLANTA, Ga. — Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez’s transition to a full-time role as Marketing Coordinator within the company’s esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to…
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Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
WALNUT CREEK, Calif. — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ client services and relationships.
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New ‘Ready Now’ Podcast Features Survivors, Experts
JACKSONVILLE, Fla. — The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer’s Disease. “Ready Now” explores the ways everyday consumers can take charge of becoming ready, now, for life’s most difficult scenarios.
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Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
DELRAY BEACH, Fla. — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
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‘Finishing Touches’ Closes the Gap Between Estate Plans and the Details of Everyday Life
HENDERSONVILLE, N.C. — Katrina Bragg, owner of Task Mania, a leading virtual administrative assistant service, today launches “Finishing Touches,” a living document designed to capture and organize an individual’s most important personal information.
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Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting and Business Advisory Firm
SHERMAN OAKS, Calif. — Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm’s largest clients and will now also work with the firm’s partners to manage and lead the organization.
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Senior Kit Estate Planning: Will, Power of Attorney, Healthcare Agent, Living Will
AVENTURA, Fla. — Elder Solutions Law Firm, PA has released a new service for Seniors in response to COVID-19. The service is called the Senior Kit, and it focuses on basic estate planning for seniors.
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Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?
WALNUT CREEK, Calif. — Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual’s core value system is the new driving force behind charitable giving.
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East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk
WALNUT CREEK, Calif. — Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. ‘Absolute Trust Talk’ is a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can make better-informed decisions when planning for…