Search results for “estateplanning”

#estateplanning #estateadministration

#NorthAmerica

I am an attorney specializing in trusts & estates and elder law, with an emphasis on special needs planning, government benefits (including SSI and Medicaid), personal injury consulting for individual

#estateplanning #smallbusinesslending #investmentadvisory

#NorthAmerica

Chris Williams brings over 23 years of financial services experience. In March of 2021, he led the founding of Vista Finance LLC, a multi-family office based in St. Louis, MO. Before founding Vista, h

#estateplanning #estatetaxplanning #finacialmanagement

#NorthAmerica

David T. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with 46 years of experience. He is the author of bestselling books – Estate Planning Made Ea

#wills #estateplanning

#NorthAmerica

Gary Altman is the Partner in charge of Estate Planning at Frost Law. The law firm Gary founded in 1996, Altman & Associates, is now a division of Frost law. Gary has been assisting client throughout

#wealthmanagement #estateplanning

#NorthAmerica

Over 25 years of wealth management expericence providing quality and objective advice to affluent and high net worth individuals and business owners.

#taxconsultant #estateplanning #financialplanning #financialwellness #retirementplanning

#NorthAmerica

John J. Lomba is a managing partner at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC. In John’s current role, as Managing Partner, Investment Strateg

#finance #trusts #assetmanagement #estateplanning #duediligence

#NorthAmerica

Joe Field represents international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance.

#taxes #retirement #estateplanning

#NorthAmerica

Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California.

#estateplanning #charitablegiving #wealthmanagement #equitycompensation #retirementplanning

#Northamerica

My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial

#investments #estateplanning

#Northamerica

While, I have clients who are in all the different cycles of life, I get an extra boost working with women who are going through a transition and are newly responsible for their finances; getting divo

#Estateplanning #Legalwriting

#Southafrica

I founded SchoemanLaw Inc in 2007, aged 24, and am now the firm's Managing Director. I am also a Co-Founder and Managing Director of PocketAdvisor (Pty) Ltd. Also, I am a legal tech enthusiast.

#estateplanning #titleinsurance

#NorthAmerica

Peter Jay is an Attorney with an MBA from the University of Alabama. He completed his BA at BYU. He is currently the Director of Economic Development at UVU. He also runs Utah Ignite, the local chapte