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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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 -
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 -
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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How to Preserve Your Retirement From a Potential Tax Storm
Are you worried about a potential tax storm that could wipe out your hard-earned retirement savings? Watch Now -
Your Legacy Matters
Learn how to protect your wealth, loved ones, and legacy with our FREE value-packed Estate & Wealth Planning webinar. Watch Now -
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 -
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
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
Assessments
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What Kind of Financial Plan Do I Need?
Not everyone needs the same type of financial plan to get to the next step in the financial journey. Take this quiz to find out the unique plan you need. Take the Quiz -
Will vs. Trust: Which is Right For You?
When it comes to estate planning, you want to have a plan that's fit for you. This quiz helps to determine if a will or trust is better for your needs. Take the Quiz -
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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Book an Appointment
Looking to protect your wealth, family, and business? Book an appointment online or call us today. Request Information -
How to Get Started!
We begin with a Strategy 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