Listen to Our PodcastWhether 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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7 Things to Think About Before Making Gifts to GrandchildrenGrandparents with more than sufficient assets often want to share what they have while they are still alive. Before you give money to grandchildren, read this.
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Safeguard Your Children’s Inheritance With a Lifetime Asset Protection TrustWithout proper planning, the money you dream of leaving to your children could be wiped out with one lawsuit or divorce. Protect their inheritance with a trust.
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Episode #14: Why Are You Making Excuses for Sticking With the Wrong Advisor?There is no reason to stay with a financial advisor who is not working for you. We share some of the silly excuses we have heard for staying with a bad advisor.
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Underwear, Neckties, and Broadway Ticket Sales: Are These Non-Market Signals of the Next Recession?Rather than looking for obscure signs that the next recession is imminent, create a recession-hardy plan with our wealth management advisors today.
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Episode #13: 3rd and 4th Quarter Planning To-Do ListIn this episode, we give retirees and pre-retirees a to-do list for the second half of the financial year. Find out if you are focusing on the right tasks.
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The Tax Benefits of Limited Liability CompaniesAs an LLC, you have some flexibility in choosing how you want to be taxed. Our business entity formation and tax attorneys can help you make smart choices.
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When Diversification Means You Don’t Know What You’re DoingIt 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.
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Episode #12: Protecting Business AssetsHave 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.
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Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection TrustYou 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.
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Episode #11: How the Proposed SECURE Act Might Damage Your LegacyDiscover 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.
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Episode #10: What Popular Proverbs Teach Us About MoneyIn this episode, learn the hidden money lessons behind several well-known proverbs and sayings. Our wealth management team shares important financial lessons.
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If You Build It, You Best Protect ItThe 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.
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The Modern Family Office® Integrates Legal, Tax, Insurance, and InvestmentsHelping business owners protect their loved ones, minimize taxes & build their wealth. Offices in Arkansas and Tennessee and serving clients nationwide.
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Episode #9: Tips & Tools for Meaningful Legacy PlanningIn 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.
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Episode #8: Don't Utter These Famous Last WordsWhen 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.
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The Real Cost to Your Family of Not Planning for IncapacityPeople think estate planning means deciding who will inherit property after you die, but a good plan also considers what happens if you become incapacitated.
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Episode #7: Summer VacationHow is financial planning like a summer road trip? Carrie explains that and discusses other interesting topics in this summer vacation podcast.
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Episode #6: Lessons From Celebrity Estate Planning MistakesWhat 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.