Blogs, Vlogs, & Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.

Blogs & Vlogs

An estate and trust planning banner featuring four images: an elderly couple discussing paperwork at a table, a nest with eggs on a bed of money, a gavel resting on a document titled "Living Trust & Estate Planning," and a target with arrows hitting the bullseye in front of stacked coins. The text "Estate & Trust Planning" is prominently displayed below the images.

Estate and Trust Planning for Protection and Control – Part VI

What’s a living trust? What’s a will substitute? A living trust is merely one set up while you are still alive. In its simplest form, it acts as a will substitute to avoid probate, and removes the need for a…

Estate and Trust Planning for Protection and Control – Part V

What is a trust, exactly? Let’s explore trust basics as background for your estate planning. The very word trust, as it rolls off the tongue, conjures images of sterling silver, old wealth, and lives of (perhaps) undeserved ease. This aura…

Mini-course: Avoiding Retirement Funding Mistakes

Whether you’re planning with an advisor or on your own, this webinar provides actionable steps to create a reliable retirement strategy and avoid common pitfalls Act Now to Get All 3 Free Offers- Acid Test Planning Software Bonus Estate &…

Tax Planning to Protect Your Assets with Dr. Jeff Camarda

Estate and Trust Planning for Protection and Control – Part IV

What are probate assets? So-called probate assets are those which you own at death, and which do not pass outside of probate because of the way they are titled. Non-probate assets pass by beneficiary or because of how they are…

Estate and Trust Planning for Protection and Control – Part III

How to plan your estate – begin with the end in mind As you begin to form or review your estate plan, think hard about what you want at this point in your life. Often a skillful planner can help…

What’s a Portfolio Stress Test? with Dr. Jeff Camarda

Schedule your free, personalized Portfolio Stress TestWhat is included in a Portfolio Stress Test? Join us in today’s video as we go through a Test Example with Dr. Jeff Camarda to help you understand the value of this 15-20 minute…

Estate and Trust Planning for Protection and Control – Part II

I should emphasize that estate planning and asset protection planning (as well as income tax control, business planning, and all the other trappings of wealth management, while we are at it) are best addressed together. While we touch on smart…

Estate and Trust Planning for Protection and Control – Part I

Ah, now we waltz into the gentle exercise of planning for your death, or perhaps worse, a dive into the cognitive abyss. Estate and asset protection planning fundamentals This series of article posts – and those on asset protection planning…

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Blogs, Vlogs, & Webinars

Estate and Trust Planning for Protection and Control – Part VI

Estate and Trust Planning for Protection and Control – Part V

Mini-course: Avoiding Retirement Funding Mistakes

Estate and Trust Planning for Protection and Control – Part IV

Estate and Trust Planning for Protection and Control – Part III

What’s a Portfolio Stress Test? with Dr. Jeff Camarda

Estate and Trust Planning for Protection and Control – Part II

Estate and Trust Planning for Protection and Control – Part I

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