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Keeping It Simple: Direct Beneficiary Designations
Find out how naming beneficiaries on your accounts and policies can help your loved ones receive your assets automatically, without complex legal steps.
Planning for Your Family’s Future
Learn straightforward ways to protect your family’s financial future by planning how your assets will be shared and cared for across generations.
Avoiding Probate: What It Means for You
Discover what probate is, why it can be a hassle, and simple methods to bypass it so your assets are transferred quickly and without extra cost.
Simple Estate Planning for Everyone
Learn how to create a basic estate plan using everyday language—covering wills, trusts, and how to choose beneficiaries—to ensure your wishes are honored.
Asset Transition 101
A beginner’s guide to the basic steps of planning for passing on your money, property, and personal belongings to your loved ones.
Understanding Bitcoin: A Wealth Transfer Perspective for Real Estate Investors
This course aims to educate real estate investors aged 50 and above about Bitcoin, its history, core fundamentals, and how it relates to wealth transfer. Through discussions on inflation hedges, currency debasement, and the unique attributes of Bitcoin, participants will gain a comprehensive understanding of Bitcoin's significance in modern investing.