Professional Edge

NO Estate Plan ? 50% of all individuals have NO estate plan in place

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the next spouse (surviving spouse marries) going to inherit your 401(k)?
3. Want to make sure you avoid these "gotchas" in your estate planning
4. Implement a testamentary trust to protect your lifetime savings
5. Does your estate plan protect your kids from their creditors?

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. We have assisted over 2,500 individuals just like you, to properly plan their estates. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the same decisions you now face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

NO Estate Plan ?

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the next spouse (surviving spouse marries) going to inherit your 401(k)?
3. Want to make sure you avoid these "gotchas" in your estate planning
4. Implement a testamentary trust to protect your lifetime savings
5. Does your estate plan protect your kids from their creditors?

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. We have assisted over 2,500 individuals just like you, to properly plan their estates. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the same decisions you now face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

NO Estate Plan ?

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the next spouse (surviving spouse marries) going to inherit your 401(k)?
3. Want to make sure you avoid these "gotchas" in your estate planning
4. Implement a testamentary trust to protect your lifetime savings
5. Does your estate plan protect your kids from their creditors?

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. We have assisted over 2,500 individuals just like you, to properly plan their estates. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the same decisions you now face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Want to make sure you avoid these "gotchas" in your estate planning
4. Implement a testamentary trust to protect your lifetime savings

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability protection fence around your rental property
4. Implement a testamentary trust to protect your lifetime savings

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability protection fence around your rental property
4. Implement a testamentary trust to protect your lifetime savings

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability protection fence around your rental property
4. Implement a testamentary trust to protect your lifetime savings

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability protection fence around your rental property
4. Implement a testamentary trust to protect your lifetime savings

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep more hard-earned money in your pocket
4. keeping your future ex son/daughter-in-law from getting your estate

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You -

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep more hard-earned money in your pocket
4. keeping your future ex son/daughter-in-law from getting your estate

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You -

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

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