The objectives of agents acting under a power of attorney can be frustrated when banks, brokerages, or title companies refuse to accept the authority granted to the agent under a duly executed power of attorney.  This can happen even though the power of attorney appears to be valid.  Do you know why this occurs and how it might be avoided?

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


How do you transfer property when someone passes? Does the Estate’s value matter, and if so, how do you go about establishing the total value of someone’s Estate?

Learn about the important details on this week’s Bottled Business Sense Show.

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.



While larger estates may have higher attendant costs attached as a direct consequence of various levels of planning that are implemented incrementally, the same is not necessarily true for the average family. Rather, the average family is generally hoping to avoid probate and secure the care of their loved ones once they are gone. Learn why this distinction may be important to you and your family on our next show.

 

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


Many people often assume that they don’t have an “estate” worth planning or that their families will take care of everything when the need arises.  On the contrary, everyone, regardless of their net worth, requires comprehensive estate planning in order to ensure that their wishes are executed and their families are adequately provided for.  Simply, without an estate plan, the government and the courts decide who will inherit your assets, who will become the guardian of your minor children, and who will make health care and financial decisions on your behalf in the event of your incapacity without regard to your wishes. 

Learn more on our next show this Tuesday at 10am PST.

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

Check Out Legal Podcasts at Blog Talk Radio with BOTTLED BUSINESS SENSE SHOW on BlogTalkRadio

The purpose of a land trust is to allow one to have the legal title to his property held by another person, or trustee while retaining all of the rights and privileges of property ownership (the beneficial interest). The trustee acts only upon the beneficiaries’ direction. The property owner still retains all rights, such as the right to possession, to collect rent, mortgage the property, homestead exemption, and any other benefit he now has.

Join Bill and Rick to learn how, when and why a land trust can be a valuable estate planning tool.


Online Legal Radio at Blog Talk Radio with BOTTLED BUSINESS SENSE SHOW on BlogTalkRadio

Bill and Rick discuss the basic framework of an estate plan for family and business asset preservation and how you can pass on your net worth to loved ones without the costly expense of probate. Also discussed are other advantages of securing a complete trust package, such as complete privacy from prying eyes, as well as the specific documents of which it is comprised.