If you are an investment or financial advisor, accountant, or insurance professional, this page is for you. Its purpose is to provide you with obligation-free information and resources to build your business by providing exceptional service to your clients. You can expect to find help on a host of topics, including:
- Wills vs Trusts: How the differences determine whether your client has an effective plan or a potential financial disaster
- Asset Protection Planning: What every advisor needs to know
- Estate Planning fees and the real cost of a generational transfer of assets
- Disability Planning pitfalls and solutions
- Qualified Retirement Assets: Incorporating your client’s tax-deferred assets into an effective overall protection plan for children
- Trends: Recent court cases and IRS regulations that impact your clients’ plans
- Planning for Basis Management
- Planning for Portability
- Trust Income Tax Strategies
At Breshears Law, we recognize that in order to be trusted advisors, we must be effective educators and counselors. There are enough myths and misconceptions about estate planning and the tools involved to fill multiple volumes. Every day we see completely inadequate or antiquated plans that are based on some level of misinformation. Even worse, we are often contacted by families of people who are left to deal with the death or disability of a loved one who, when they were unable to sort through the noise of conflicting information about wills and trusts, simply gave up and left no plan at all. The unmet expectations, unrealized dreams, and financial burden on these families break our hearts – because they could so easily have been avoided.
We are determined to use every tool available to provide sound advice and counsel to as many people as possible – all in plain English. But we can’t do it alone. So this page is dedicated to you, the financial professionals who can (and we hope will) become partners with us in this ongoing process of educating our communities and empowering families to make choices that best serve their needs.
You can expect straight answers here, but we also understand that not every question can be addressed in this format. If you are seeking solid answers to a problem facing one of your clients, please don’t hesitate to reach out to us at (817) 500-0155, or email@example.com. Let us know how we can help you better serve your clients. We want to be a trusted resource for you and, by extension, for them. If you will allow us that privilege, we believe the end result will be longer-lasting and deeper relationships with your clients and their families.
Let us know how we can help by submitting your request here: