Whether you’re a business owner looking to minimize taxes or a retiree thinking about creating a will and trust, Quraishi Law Firm & Wealth Management provides the information and assistance you need to take control of your financial future. In our informative article library, you’ll learn about topics such as maximizing tax deductions, why a standard will isn’t the only estate planning document you need, and how to protect your assets from creditors and potential predators.
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When Diversification Means You Don’t Know What You’re Doing It may not be as exciting or offer as big a payoff, but a diversified stock portfolio is the safest way to invest. We discuss Warren Buffet's advice here. -
Episode #12: Protecting Business Assets Have you given much thought to protecting your business's assets? We give small business owners five valuable tips for for doing just that in this episode. -
Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust You want your children and grandchildren to inherit your wealth, but only if they use the money responsibly. A Lifetime Trust might be the right tool for you. -
Episode #11: How the Proposed SECURE Act Might Damage Your Legacy Discover how the SECURE Act could affect your retirement savings. In this episode, we explain why you might need to make some changes to your legacy plan now. -
Episode #10: What Popular Proverbs Teach Us About Money In this episode, learn the hidden money lessons behind several well-known proverbs and sayings. Our wealth management team shares important financial lessons. -
If You Build It, You Best Protect It The time to protect your business assets is now--before there is a lawsuit or problem with a creditor. Read our helpful tips for business owners to get started. -
The Modern Family Office® Integrates Legal, Tax, Insurance, and Investments Helping business owners protect their loved ones, minimize taxes & build their wealth. Offices in Arkansas and Tennessee and serving clients nationwide. -
Episode #9: Tips & Tools for Meaningful Legacy Planning In this episode, we cover some of the tips and tools you can use to help create a legacy plan that passes on your family's stories, values, and history. -
Episode #8: Don't Utter These Famous Last Words When it comes to financial planning, you do not want to be caught saying these famous last words. Learn what to avoid in this helpful and entertaining podcast. -
The Real Cost to Your Family of Not Planning for Incapacity People think estate planning means deciding who will inherit property after you die, but a good plan also considers what happens if you become incapacitated. -
Episode #7: Summer Vacation How is financial planning like a summer road trip? Carrie explains that and discusses other interesting topics in this summer vacation podcast. -
Episode #6: Lessons From Celebrity Estate Planning Mistakes What can we learn from the estate plans of celebrities? It turns out, we can learn a lot about what NOT to do! Get the celebrity gossip--and useful tips--here. -
How to Use Estate Planning Strategies to Transfer Business Interests It is important that you plan for what should happen to your business if you become incapacitated or die. We discuss some strategies for making a plan. -
Episode #5: The Proper Steps to Name Legal Guardians For Your Children If you have young children, it is essential that you name guardians to care for them if something happens to you. Get tips here for choosing the right people. -
Episode 4: Icebreakers: Best Ways to Kickstart the Retirement Conversation Are you avoiding the retirement conversation? Try these conversation kickstarters to get the ball rolling. This discussion is too important to keep putting off! -
How to Talk to a Loved One About Estate Planning It is important to talk to your loved ones openly about estate planning issues, but this is not always easy. We give some tips for starting the conversation. -
Episode #3: The 5 Most Common “Pain Points” in Your Financial Life What makes you uncomfortable when you think about estate planning? Learn how to overcome your "pain points" to create the right plan for you. -
3 Ways a Lack of Estate Planning Can Cripple Your Company If you own a business, it is essential that you have an estate plan that includes a living trust, durable power of attorney, and business succession plan.