The Top 6 Dangers of DIY Wills
We’ve all seen DIY fails- don’t let your estate be one of them!
Supporting Charities to Raise Funds in an Uncertain World Webinar
This webinar is intended to provide ideas and additional ways of thinking about fundraising based on our combined experience in financial services.
Common Will Misconceptions- what estate planning assumptions do you believe?
Lately I’ve been hearing some similar things from clients so I thought I’d address the top 5 misconceptions in this short video.
The Brilliant Estate Planning Mission and Values
CiCi here- the Director of Brilliant Estate Planning. I just wanted to take this opportunity to introduce myself and explain why I started Brilliant and why I’m so passionate about Estate Planning.
How to Support Charities During Coronavirus Webinar Recording
This pandemic has affected all of us, including charities. Many of us want to give but maybe we don’t know where to start or are experiencing financial concerns of our own. This webinar illustrates some different options for giving that may not have occurred to you!
How to Reduce Your Financial Stress in 9 Steps or Less
Thought estate planning was complicated? Unsure where to start or what to expect? No problem- you’re already at step 1! Please join me as I guide you step-by-step through your client journey so you know exactly what to expect. In 9 steps or less you can reduce your financial stress and protect your family and assets.