Monthly Archives: July 2019
Millions of Americans die each year without any type of estate plan in place, and this forces their families into the court system, where they experience huge expenses with probate and significant time delays. Yet there are even more creative reasons why you should have a Living Trust which reach far beyond this most basic and important concern. Learn about all of these reasons on this episode of The Bottled Business Sense Show. WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com 949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
When you establish an IRA, 401(k), or other retirement account you are required to designate the beneficiary of that account so that the institution/custodian holding the account knows who will receive the account upon your death. Without a properly completed beneficiary designation, your account will be stuck and won’t be able to be moved until a probate court orders otherwise. Learn how to be creative in your designation, while also insuring your beneficiary’s receipt of these benefits on our next show. Learn more in this episode of the Bottled Business Sense Show.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222
Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group
