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What You Need to Know to Keep Your Protection Do you know where your Corporate Book is right now? Some of you may wonder where it is, and others may wonder WHAT it is? Your Company Book is where you keep the legal records of your business. It…
Learn moreMy proven strategy can save you from risk in your business In my experience as a board-certified Estate Planner, I know that a lot of businesspeople don’t realize the magnitude of risk exposure, they put themselves in just by operating their business day-to-day. Some people unfortunately are one…
Learn moreWhat to know when moving protected assets I wanted to take this opportunity to talk to you a little bit about retirement plans and retirement accounts. Now, this is something that most people have, be it IRAs, 401Ks. There’s a few other alphabet soups and number soups that…
Learn moreA living will is an important document to have, but it has limitations. A health care durable power of attorney (DPOA) is a more versatile document that allows you to appoint a health care agent to act on your behalf. 1. WHAT A HEALTH CARE DPOA DOES A…
Learn moreIt is pretty common knowledge that over half of the U.S. Population does not have a will, or other estate plan in place. You have heard these statistics before, I am sure. You may also know people in this situation or can at least imagine yourself in this…
Learn moreIf you have taken that first step and decided to take charge and resolve to move forward with estate planning, you already know that a will is something everyone should have, Now that you have made the decision to get in the “driver’s seat”, so to speak, and…
Learn moreA guardianship is a legal arrangement in which a court appoints one person, the guardian, to look after another person, the ward. There are two types of guardianships: a guardianship of the person and a guardianship of the property (also known as a guardianship of the estate or…
Learn moreIn this episode of our YouTube and Ancher FM channel, The Solution Point, we spoke with financial expert and Partner of Custos Family Office, Juan I. Creixell. He gave us his three pronged strategy to revolutionize how we think of our cash we have on hand. He also…
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