Informational VideosNo matter your estate planning question, Brilliant is here to help you.
We’ve all seen DIY fails- don’t let your estate be one of them!
This webinar is intended to provide ideas and additional ways of thinking about fundraising based on our combined experience in financial services.
Lately I’ve been hearing some similar things from clients so I thought I’d address the top 5 misconceptions in this short video.
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.
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!
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.
Did you miss our live webinar on 13 May 2020? No problem! Check it out below, share it with someone who might find it useful, and get in touch if you have questions!
Have you written your will yet? Most people in this country haven’t, but you really need one. Without a will, someone else will decide who your money should go to. That can make an already stressful time for your loved ones much worse.
During this difficult time many of us are under quarantine, self isolating, or social distancing. More than ever, clients are asking about wills- something they’ve always meant to get around to but have put off.
During this difficult time many of us are under quarantine, self isolating, or social distancing. Lasting Powers of Attorney are an important tool that you can use to make sure that you get the help you need both financially and when it comes to your healthcare.