This 4th of July, we celebrate the freedom that allows us to pursue our dreams and make a difference. In observance of Independence Day, our offices will be closed on Thursday, July 4th. We will resume normal operations on Friday, July 5th. Happy Independence Day to our LinkedIn network! #TPA #Claimsmanagement #Insurance #4thofJuly
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Attorney | Fund Manager | Investor | CEPA | Business Law | Estate Planning | Patent, Trademark, and Copyright Law
👋In case you missed it - our latest article is a must-read on how a Life & Legacy Plan can ensure your autonomy and protect your loved ones. 🛡️ Learn how to preserve your independence, control your legacy, and make sure your family is cared for according to your wishes if you’re no longer here. 👉Don’t miss it! Keep reading and discover more here!👇 https://lnkd.in/gUzcWwdc #IncapacityPlanning #independenceday #independence #July4 #SelfDetermination #AutonomyInDeath #FinalWishes #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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It's a heartwarming prospect to be able to help shape a brighter future for the younger generation,❤️ and that’s what Life & Legacy Planning is all about. 🌄 To learn how we can help you make a plan for your assets and family that will provide peace, love, and guidance to your loved ones today and for years to come in, schedule a call with us. Schedule the time that works best for you using the link. 📱 ✔️ https://lnkd.in/gEte8Kn7 #FAFSASimplificationAct #529CollegeSavings #GrandparentContributions #EducationFinance #FinancialAidStrategies #LegacyPlanningEducation #BeneficiaryPower #FamilyResilience #ParentingChoices #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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Yesterday we attended the National Association of Insurance and Financial Advisors luncheon to support the new board. The panel discussion was great and we are especially proud of Jarod Morgan. Belonging to and participating in the organizations that support our clients, our agents, and our careers is essential. #naifaproud #nevada #community #insurance #insuranceindustry #career #insuranceagent
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Attorney | Fund Manager | Investor | CEPA | Business Law | Estate Planning | Patent, Trademark, and Copyright Law
It's a heartwarming prospect to be able to help shape a brighter future for the younger generation,❤️ and that’s what Life & Legacy Planning is all about. 🌄 To learn how we can help you make a plan for your assets and family that will provide peace, love, and guidance to your loved ones today and for years to come in, schedule a call with us. Schedule the time that works best for you using the link. 📱 ✔️ https://lnkd.in/gKqs86Ex #FAFSASimplificationAct #529CollegeSavings #GrandparentContributions #EducationFinance #FinancialAidStrategies #LegacyPlanningEducation #BeneficiaryPower #FamilyResilience #ParentingChoices #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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💞No one wants to think about it, but it’s important to plan for what happens after we die. And if you have anyone in your life that you love, you need a comprehensive estate plan that stays updated throughout your lifetime. With our Life & Legacy PlanningⓇ process, we do the heavy lifting for you 💪and make it as easy as possible to get your plan in place. 📞Let's discuss how to create your plan today! Keep reading and discover more here!👇 https://lnkd.in/gjmX9HtK #BeneficiaryUpdate #TrustFundManagement #WealthPreservation #RetirementSavings #FinancialAdvisor #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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👋In case you missed it, our newest article is a must-read guide on how to avoid making a million-dollar mistake. From the shocking real-life story of a man named Jeffrey Rolison and the (major) consequences of his outdated beneficiary form to the importance of regular account reviews, we cover key strategies to protect your family's future. 👪 👉 Don’t miss it! Link in bio. Keep reading and discover more here!👇 https://lnkd.in/gjmX9HtK #BeneficiaryUpdate #TrustFundManagement #WealthPreservation #RetirementSavings #FinancialAdvisor #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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Did you know? A DIY will or trust might not actually safeguard your assets or wishes. 🏡👨👩👧 My blog post this week illustrates this with the story of a mother’s DIY Trust and the messy, unintended consequences of her well-intended effort. Ensure your legacy is left as intended, not a big mess for your family to clean up. 🧹 Link in bio to learn the crucial facts! Keep reading and discover more here!👇 https://lnkd.in/g7YPBTsu #LegalConsequences #DIYDisasters #AvoidLegalMistakes #DivorcePrevention #FinancialPlanning #ElderlyCare #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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Attorney | Fund Manager | Investor | CEPA | Business Law | Estate Planning | Patent, Trademark, and Copyright Law
👋In case you missed it, our newest article is a must-read guide on how to avoid making a million-dollar mistake. From the shocking real-life story of a man named Jeffrey Rolison and the (major) consequences of his outdated beneficiary form to the importance of regular account reviews, we cover key strategies to protect your family's future. 👪 👉 Don’t miss it! Link in bio. Keep reading and discover more here!👇 https://lnkd.in/gpTfnhZn #BeneficiaryUpdate #TrustFundManagement #WealthPreservation #RetirementSavings #FinancialAdvisor #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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Attorney | Fund Manager | Investor | CEPA | Business Law | Estate Planning | Patent, Trademark, and Copyright Law
😸This cat's smile mirrors the satisfaction our clients feel, because we go above and beyond for them and their loved ones. 💑 We understand that entrusting sensitive matters like life, death and money can be hard. That’s why we pour our heart and soul into every family we work with. 💗Just like this delighted kitty, our clients leave our offices with a spring in their step and a smile that says it all. 📲Book a call with us to learn about how we will care for you and your family too. https://lnkd.in/gUh4eP9E #AI #TrustFundManagement #beneficiarydesignation #MinorBeneficiaries #FinancialAdvisor #trust #livingwill #insurance #beneficiaries #jarvislegacy #beneficiaries #insurance #estateplan #personalfamilylawyer #assetprotection #tax #estateplanning #livingtrust #will #endoflifecare #protectyourfamily #azfamily #utahfamily #legacycontact #lifetimeassetprotectiontrust #familyfirst #lifelegacyplanning
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CEO at Carlisle and Associates/Carlisle Medical
3moYes. Great post. Thanks for sharing.