Professional Edge

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning

When, if not right now, is the impetus to take action to make sure you avoid these misses?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. There is a reason the "tax informed" have a business or a farm - why don't you?
4. Will your surviving spouse remarry after your death and disinherit your children?

Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning

When, if not right now, is the impetus to take action to make sure you avoid these misses?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. There is a reason the "tax informed" have a business or a farm - why don't you?
4. Will your surviving spouse remarry after your death and disinherit your children?

Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Missing out on funding your Roth IRA for you and your spouse? Kids?
5. Afraid to open your monthly account statements?
6. There is a reason the "tax informed" have a business or a farm - why don't you?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Missing out on funding your Roth IRA for you and your spouse? Kids?
5. Afraid to open your monthly account statements?
6. There is a reason the "tax informed" have a business or a farm - why don't you?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Missing out on funding your Roth IRA for you and your spouse? Kids?
5. Afraid to open your monthly account statements?
6. There is a reason the "tax informed" have a business or a farm - why don't you?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Missing out on funding your Roth IRA for you and your spouse? Kids?
5. Afraid to open your monthly account statements?
6. There is a reason the "tax informed" have a business or a farm - why don't you?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning".

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Have to failed to open or fund your Roth IRA for you and your spouse?
5. Account statements you are no longer opening?
6. Did you write off your cell phone on your taxes in 2021?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning".

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Have to failed to open or fund your Roth IRA for you and your spouse?
5. Account statements you are no longer opening?
6. Did you write off your cell phone on your taxes in 2021?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning".

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Have to failed to open or fund your Roth IRA for you and your spouse?
5. Account statements you are no longer opening?
6. Did you write off your cell phone on your taxes in 2021?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning".

2022 was a terrible year for market returns:

S&P500 dropped 19.4%

NASDAQ 100 plummeted by 34.2%.

When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. Do you want to participate in market when it goes up, never when it goes down?
4. Have to failed to open or fund your Roth IRA for you and your spouse?
5. Account statements you are no longer opening?
6. Did you write off your cell phone on your taxes in 2021?

Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE