Latest Videos
The Best Family Businesses Plan Five Generations Ahead
What if your children divorce—and family assets are suddenly at risk? Successful multigenerational families do not leave legacy to chance. They create a family constitution: written principles guiding ownership, business participation, succession a
53 views 24 August, 2026
Did You Know an LPA Can Stop Family & Friends from Visiting You?
Your client has 3 children, but they don’t get along—so who should hold personal welfare power? If the client wants the eldest as donor, don’t just say yes. A personal welfare donor can control access: who gets to visit, who gets blocked, and w
13 views 16 June, 2026
Is Your $500K Legacy Plan Enough to Protect Your Spouse’s Future?
Could your client’s legacy plan protect their spouse’s future if income stops earlier than expected? Help clients move from assumptions to assurance. A spouse’s career, health, or care needs can change over time, but thoughtful planning creates
30 views 20 August, 2026
How to Open a Case Using LPA Form 2
Want to open and close more legacy cases without overwhelming clients? Here’s the simple approach: understand LPA Form 2 because it can open cases fast—but only when it fits. Form 2 signals a client ready to build a system, and with the right fun
31 views 30 July, 2026
Write a Will That’s Truly Fair to Your Children
Ever sat in a will-writing session and felt it was rushed, template, and over in minutes? I once followed a client into one—and it changed how I approach legacy planning forever. Cheap wills often skip real advisory: a paralegal drafts, a lawyer wi
26 views 1 July, 2026
How to Systematically Identify The Gaps for Clients
People don’t pay experts because they’re lazy. They pay because they don’t want to miss what they can’t see. Whether it’s inspecting a new home or reviewing a client’s financial situation, the value is often in spotting the blind spots. A
27 views 18 August, 2026
Most Popular Videos
The Best Family Businesses Plan Five Generations Ahead
What if your children divorce—and family assets are suddenly at risk? Successful multigenerational families do not leave legacy to chance. They create a family constitution: written principles guiding ownership, business participation, succession a
53 views 24 August, 2026
One Trust Can Protect Every Future Grandchild
Imagine turning family concerns about children, rising costs, and medical protection into a powerful legacy conversation. Clients may want wealth to benefit future generations, yet worry about responsibility and expense. Thoughtful planning creates c
37 views 22 August, 2026
How to Open a Case Using LPA Form 2
Want to open and close more legacy cases without overwhelming clients? Here’s the simple approach: understand LPA Form 2 because it can open cases fast—but only when it fits. Form 2 signals a client ready to build a system, and with the right fun
31 views 30 July, 2026
Is Your $500K Legacy Plan Enough to Protect Your Spouse’s Future?
Could your client’s legacy plan protect their spouse’s future if income stops earlier than expected? Help clients move from assumptions to assurance. A spouse’s career, health, or care needs can change over time, but thoughtful planning creates
30 views 20 August, 2026
Is Your Spouse Ready To Handle Your Investments?
What if the person you trust most isn’t the best person to manage your money when it matters most? In this session, we unpack a key Legacy Planning lesson: choosing your LPA donee isn’t about closeness, it’s about financial competence and the a
27 views 29 July, 2026
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