The deficiencies he saw in the law firm plans were leaving clients and their children at risk: making it more complicated and expensive to pass on their inheritance, risking that their children would receive their inheritance unprotected, exposing them to the possibility that their children could be raised by people they never intended, and leaving them without the authority to make critical medical decisions (Link to Warning Report) for loved ones. He saw how giving more careful attention to each client's business plans could help save taxes and offer better protection.
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- Protecting Minor Children
- Special Needs Planning
- Protecting Your Pets
- Advanced Estate Planning
- Business Services
- Asset Protection
Sentiment Analysis
Extremely professional, competent, responsive and thoughtful--Chuck knows trusts and estates.
The real deal - extremely knowledgeable with respect to estate and succession planning.
Chuck is extremely knowledgeable in the area of estate planning.
Chuck is extremely talented and helpful in explaining the various aspects and considerations of estate planning.
Just attended a free webinar and found it very useful and well done.
I listened to Chuck's one-hour webinar on Estate Planning for Non-Lawyers, which was full of excellent content!
Chuck's one hour Estate Planning Boot Camp was the best one hour webinar I have heard.
I found it very informative and will use several of his tips in my own planning as well as recommend some things to my clients.
It was easy to understand and was the perfect amount of information I need to be able to speak intelligently with my clients without overwhelming me with more legal jargon than I need.
Great free webinar on estate planning.
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