The "Marketing & Other Documents" folder in ElderDocx includes a library of marketing documents for you to utilize within your business and will help streamline your communication process. The marketing module contains documents and templates to use with clients, potential…
You may have heard these statements from clients: “My kids will be responsible with the money they receive.” “I need to treat everyone equally.” “I don’t want anything complicated.” Clients will often try to take the easy route with their…
Recorded: July 30, 2020 Duration: 32 Minutes Presenters: Brian F. Albee, J.D. The SECURE Act changed who is entitled to stretch required minimum distributions of an inherited retirement account over their life expectancy. Beneficiaries who are disabled or chronically ill…
Webinar Recorded: May 29, 2020 Presented by: Brian F. Albee, J.D. The importance of stating your wishes can’t be emphasized enough. However, clients often get overwhelmed when discussing healthcare directives or living wills as they are presented with difficult decisions…
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
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Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.