Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice

Update: 2023-12-20

Description

Founding and Senior Attorney Rick Durfee joins Sure Wealth Solutions' Founder Andy Daniels to discuss how they have teamed up together to help their clients maximize their wealth - all while protecting their assets.

Comments

In Channel

Medical Emergency Documents

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The Dead Zone | AKA The 2023 Celebrity Death Recap with David Phillips

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Durable General (Financial) Power of Attorney Basics

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Fund Your Trust

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Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice

2023-12-2022:21

Revocable Living Trusts

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The Essential Role of Estate Planning & Attorneys in Property Ownership

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The Ins & Outs of Tax Season

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The Augusta Rule | A Loophole or Just the Law?

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How to Avoid Probate

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Estate Planning Without Children

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Fun With the IRS!

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Intro to CRUTs with Sure Wealth Solutions

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The Family Foundation

2020-11-0501:08:48

Integrated Planning – Putting It All Together

2020-10-2301:34:58

Asset Preservation & Protection

2020-10-0101:24:16

Retirement and Estate Plans

2020-09-3001:06:27

The Family Bank and Family Office

2020-07-2801:20:08

The 5 Things Professionals Need To Know About Probate

2020-05-2901:34:26

Emergency Documents You Need During Shelter-In-Place

2020-03-3020:15

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Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice

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Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice

Hikari Intellectual

Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice