ALPS Lawyers Malpractice Insurance & Law Firm Insurance’s Post

Check out our firm’s latest update on legal developments in the financial services industry. #financelaw

Join Reagan Reich and Hunter Creasey, financial advisors at Melanie J Financial, as they explain what a fiduciary is. Discover the responsibilities and importance of fiduciary duty in financial advising in this informative video.

Join Reagan Reich and Hunter Creasey, financial advisors at Melanie J Financial, as they explain what a fiduciary is. Discover the responsibilities and importance of fiduciary duty in financial advising in this informative video.

If you’ve heard about a Power of Attorney (or, POA) but aren’t quite sure what it is or how it works, we’ve got your back! In this week’s article, we’ll reveal the common misconceptions about POAs, and give you clarity on what they are and what they are not. Check out the article and empower yourself with the knowledge to make informed decisions about your financial life. Read our article now! https://lnkd.in/eEqUZgfi Facebook: https://lnkd.in/eweNushg

As spring arrives, it’s an opportune time to assess your financial matters. Consider the following: 1. Beneficiaries Review: When was the last time you evaluated the beneficiaries listed on your accounts? Ensuring accuracy is crucial for the smooth transfer of assets to your loved ones. 2. Power of Attorney: Have you designated a trusted individual as your power of attorney? This legal arrangement ensures someone can act on your behalf if needed. Taking these steps not only safeguards your financial interests but also provides peace of mind for your family. 🌼💰 Remember, prudent financial planning benefits both you and your loved ones. #Birchcreekwealth #financialplanning

No wills, trusts, or powers of attorney? You’re setting your family up for a mess. Get these documents in place ASAP. #EstatePlanning #FamilyFirst 🔗 Listen to the full episode for more: https://lnkd.in/eqhQFkWW

When creating a special needs trust, it’s important to consider the expertise of a trustee and a successor trustee. Let’s talk about how I can help you tackle the unique challenges that may arise when planning for the financial future of your dependents with special needs. https://lnkd.in/gabtnXtB.

When creating a special needs trust, it’s important to consider the expertise of a trustee and a successor trustee. Let’s talk about how I can help you tackle the unique challenges that may arise when planning for the financial future of your dependents with special needs. https://lnkd.in/gRZ6prt8.

Is your trust a Good Trust or a Bad Trust? Trusts are legal documents that can be used to protect assets, provide for loved ones, and achieve other financial goals—but they can be very difficult to understand to the untrained eye. Does your trust encompass all of your goals? Watch this video to find out: https://hubs.la/Q02mg5FZ0

As Law Firm Owners, are you checking your firm's financial numbers often enough, or merely hoping for the best? 🤔 This pivotal question is crucial for your law firm's financial well-being and growth. 💼📈 Consistent financial vigilance is key, not just sporadic reviews. Regular financial check-ups are essential to steer through the complexities of law practice management and secure a prosperous future. 🚀 Let’s commit to not leaving our firm's financial health to chance. #FinancialVigilance #LawFirmSuccess #ConsistentChecks