Listen to Our PodcastQuraishi Law Firm & Wealth Management provides a wide range of free educational resources so you can make the right financial and legal decisions to protect your family and/or business. Request an e-book, report, or podcast today to get tips on estate, wealth, and tax planning.
Books
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Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb
Learn why the 401(k) plan is a ticking tax time bomb waiting to explode your retirement, and more importantly, how you can defuse it. Request Information -
Smart, Simple, Wealth: How To Get It, Keep It, And Pass It On
If you’re looking to protect your loved ones & wealth from the IRS, Probate Court, Predators & Creditors, then this will be the most important information you read all year. Request Information -
The Dirty Dozen: 12 Costly Mistakes Families Make in Their Estate Plan
Learn the 12 most common mistakes your estate faces...and how simple it can be to protect your wealth and loved ones through proper planning. Request Information
Reports
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7 Tax Strategies Your CPA (and you) Are Missing Out On
For us, taxes are not something you just have to deal with once per year. This report gives you seven strategies that you, and your CPA, are missing out on. Request Information
Webinars
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Retire Happy U! Education for Consumers
What happened to happily ever after? A happy retirement is within your grasp. Learn the seven steps to retirement security, and create a plan with a professional. Request Information -
How Life Insurance Can Power Your Retirement Webinar
Never spend another second worrying about outliving your money.. and prepare to enjoy your retirement to the fullest. This webinar informs you how to do that! Register Now -
Who Wants to be a Millionaire? Webinar
You'll make millions over your career. The question is, how much will you keep? Uncover the secret strategies in this webinar that 7-figure households use! Register Now -
Paychecks and Playchecks Webinar
In this webinar, discover the math and science behind a simple retirement solution that allows you to live stress-free in your golden years. Register Now -
EXPOSED: The Top Ten Estate & Financial Mistakes That Could Destroy Your Financial Future
In our informative webinar, you’ll learn the top 10 mistakes that could destroy your financial future and discover how to protect your wealth. Watch Now -
How to Protect Your Wealth, Loved Ones, and Legacy
Learn how to protect your wealth, loved ones, and legacy with our FREE value-packed Estate & Wealth Planning webinar. Watch Now
Podcast
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Smart, Simple Wealth Podcast
Listen to our podcast for a lively and entertaining take on estate, wealth, and tax planning to help you meet your financial goals. Listen Now
Financial Assessments
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Find Your Personal Risk Score
Most people have no idea what their true appetite for "risk" is when it comes to growing wealth for retirement. Find your personal risk score here. Take Assessment -
HALO Longevity & Long-Term Care Assessment
HALO is a health analysis & longevity optimizer that helps you better plan for your most active years in retirement & see estimated costs for future long-term care needs. Take Assessment
General
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How to Get Started!
We begin with an Initial Planning Session, during which we guide you to get your assets and resources organized so you can finally relax around what you have and what you need. Get Started -
Book an Appointment
Looking to protect your wealth, family, and business? Book an appointment online or call us today. Request Information