Épisodes

  • What About Wealth? Tuesday, January 21, 2014

    What About Wealth? Tuesday, January 21, 2014
    Jan 21 2014
    58 min
  • Plan Integration, Overview

    Plan Integration, Overview
    Jan 14 2014
    Putting all the pieces together of an Integrated Plan is the final step. Rick and Rich explore each of the various pieces of a full blown estate and business plan, and work through how the various pieces fit together
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    58 min
  • Irrevocable Trust Part II

    Irrevocable Trust Part II
    Jan 7 2014
    During part two of a discussion, RIck and Rich continue explaining the power and effectiveness of the integrated irrevocable dynasty trust.
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    58 min
  • Special Encore Presentation: Fun With the Family Bank

    Special Encore Presentation: Fun With the Family Bank
    Dec 31 2013
    57 min
  • Special Encore Presentation: Management Company

    Special Encore Presentation: Management Company
    Dec 24 2013
    58 min
  • The Irrevocable Dynasty Trust

    The Irrevocable Dynasty Trust
    Dec 17 2013
    What is an Irrevocable Dynasty Trust and how does it function in an integrated plan?
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    59 min
  • Fun with the Family Bank

    Fun with the Family Bank
    Dec 10 2013
    The “Family Bank” is a vital component of an Integrated estate & business plan. Understanding and using it correctly it a critical aspect of a plan
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    57 min
  • Unlocking the Mysteries of The Management Company

    Unlocking the Mysteries of The Management Company
    Dec 3 2013
    In effective estate and asset protection planning, it is important to segregate control from risk. This is accomplished through a management company -- typically a highly specialized LLC. The management company is taxed, owned, and implemented in unique and powerful ways. The purpose is to enable the client to retain control of assets even under extreme circumstances. The structure and use of the management company can appear complicated and difficult until the mysteries are unfolded. Join Rick and Rich as they unlock the mysteries of the management company.
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    58 min