Protecting your Wealth Today and Beyond with Warner Lewis the Legal Concierge

Do you have a legal question or problem and you just don’t
know where to turn for answers? How do you find the right lawyer? Warner Lewis
is your Legal Concierge, and he addresses a wide range of questions about legal
situations and solutions that may apply to you in this new legal podcast series.

Get answers to all of your legal questions today in
“Protecting your Wealth Today and Beyond” legal podcast.

 

Hear real answers to the following questions and more:

19:22 Are there new regulations that will impact existing
trusts?

26:50 I am thinking about getting a trust in place. Can I
get grandfathered in with a step-up in cost basis & capital gains with my
trust in the event the new regulations take effect.

31:11 Or are there other options to consider at this point
for not getting taxed on capital gains?

51:04 If my documentation for my LLC is in place, does this
mean piercing the corporate veil it no longer possible (or likely to happen)?

If you are interested in jumping to a specific segment,
click on the timestamp below for the segment.

10:47 – Protecting your Wealth Today and Beyond

15:12 – Key Components of Estate Planning

27:53 – Why People Plan

31:56 – Why More People Don’t Plan

32:55 – Problems with Planning

39:38 – About Probate

40:28 – Revocable & Irrevocable Trusts

42:43 – Asset Protection for Business Owners

45:06 – Limited Liability Company (LLC)

52:23 – Life Planning Essentials

The information provided in this podcast is for educational
purposes only and is not a substitute for legal, financial, or medical advice
of any kind. Warner Lewis is a trusted, reliable resource to help you find the
answers you need when you’re not sure who to turn to if you have a legal
question or need a lawyer.

Schedule your FREE Consultation today!

Call, Toll-Free: 877-438-7878, or schedule an appointment
at: http://www.calendly.com/warner-1

Watch for our next Legal Concierge live estate planning
podcast next week. You can chat with Warner live every Tuesday on YouTube
channel where you can call or write in with your legal questions. We’ll explore
your potential options and introduce you to the most qualified attorney for
your matter, if appropriate. Learn more on our website
https://legal-concierge.net/

estate planning podcast

How To Make Keto Salad Dressing

This Keto salad dressing recipe really comes from Greece but it is also a low carb salad dressing.
You will need:-
½ cup (108 gr) extra virgin olive oil
½ cup (119 gr) apple cider vinegar
Juice of 1 medium lemon
1 ½ tsp garlic powder + 1 ½ tsp dried oregano
1 ½ tsp dried basil + 1 tsp honey mustard
1 tsp onion powder + 1 tsp parsley
1 tsp salt + 1 tsp pepper

Whisk them all together
Serve over your favorite salad
Perfect with grilled chicken

Lots of Keto recipes in the Real Plans Meal Plans app. Real Plans is a keto meal planner app that creates custom weekly menus to make planning, shopping, and cooking much easier.
For many, macro tracking and the keto diet mean successful weight loss.

Our keto meal plans keep you on track while helping prevent food boredom in this lifestyle change.

Real Plans creates custom weekly meal plans using over 500 built-in keto recipes, with the option to add 100s more from some of your favorite keto bloggers. 

what is the keto diet

Why Real Plans Meal Planning Is The Best

Real Plans was designed by real foodies with real eating restrictions, so we’ve packed our app with hundreds of delicious recipes and enough flexibility to satisfy an incredibly wide range of diets. Examples are Paleo, Whole 30, Keto, Gluten-Free, Dairy-Free, Vegetarian and Mediterranean just to mention a few. 

Life can be hectic and complicated, especially with dietary restrictions. Real Plans can help, no matter what you eat, or how big (or small) your family is. Our meal planning app is brimming with features to help you plan faster, shop more easily, and deal with real-life eating restrictions.

Could Real Plans really save me time?  I was thinking that it might not be able to
cope with number of servings, the schedule, a quickie recipe when needed or
change up the diet for the following week. These adjustments can easily be
made.

 Then
when you add in the shopping list and even which supermarkets you go to, you
wonder how on earth it could do all that. Well, it can, and a lot more too. I
love the fact that the shopping list goes into aisle-friendly mode!

The Real Plans mobile app is brilliant.



meal prep for the week

Why Real Plans Meal Planning Is The Best

Real Plans was designed by real foodies with real eating restrictions, so we’ve packed our app with hundreds of delicious recipes and enough flexibility to satisfy an incredibly wide range of diets. Examples are Paleo, Whole 30, Keto, Gluten-Free, Dairy-Free, Vegetarian and Mediterranean just to mention a few. 

Life can be hectic and complicated, especially with dietary restrictions. Real Plans can help, no matter what you eat, or how big (or small) your family is. Our meal planning app is brimming with features to help you plan faster, shop more easily, and deal with real-life eating restrictions.

Could Real Plans really save me time?  I was thinking that it might not be able to
cope with number of servings, the schedule, a quickie recipe when needed or
change up the diet for the following week. These adjustments can easily be
made.

 Then
when you add in the shopping list and even which supermarkets you go to, you
wonder how on earth it could do all that. Well, it can, and a lot more too. I
love the fact that the shopping list goes into aisle-friendly mode!

The Real Plans mobile app is brilliant.



meal prep for the week

Business Transition Planning Best Practices Study Reveals How Not to Spend Your Time

Are you the Boss/owner of your own business? Who does the
selling in your business?  My guess is
that when you’re personally involved in doing the selling, your business is a
whole lot more profitable than the months when you leave the selling to others.

That makes sense because you’re likely the most passionate
advocate for your business. You have the most industry knowledge and the widest
network of industry connections.

If your goal is to maximize your company’s profit at all
costs, you may think that you should spend most of your time out of the office
selling and leave the dirty work of operating your businesses to your
underlings.

However, if your goal is to build a valuable company—one you
can sell down the road—you can’t be your company’s number one salesperson. In
fact, business transition planning best practices tells
us the less you know your customers personally, the more valuable your
business.

The Proof: A Study of 14,000 Businesses

We’ve just finished analyzed our pool of Value Builder Score
users for the quarter ending December 31. 
We offer The Sellability Score questionnaire as the first of twelve
steps in The Value Builder System, a statistically proven methodology for
increasing the value of a business.

We asked 14,000 business owners if they had received an
offer to buy their business in the last 12 months, and if so, what multiple of
their pre-tax profit the offer represented. We then compared the offer made to
the following question:

Which of the following best describes your personal
relationship with your company’s customers?

I know each of my customers by first name and they expect
that I personally get involved when they buy from my company.

I know most of my customers by first name and they usually
want to deal with me rather than one of my employees.

I know some of my customers by first name and a few of them
prefer to deal with me rather than one of my employees.

I don’t know my customers personally and rarely get involved
in serving an individual customer.

2.93 vs. 4.49 Times

The average offer received among all of the businesses we
analyzed was 3.7 times pre-tax profit. However, when we isolated just those
businesses where the owner does not know his/her customers personally and
rarely gets involved in serving an individual customer, the offer multiple went
up to 4.49.

Companies where the founder knows each of his/her customers
by first name get discounted, earning offers of just 2.93 times pre-tax profit.

When Value Is the Enemy of Profit

Who you get to do the selling in your company is just one of
many examples where the actions you take to build a valuable company are
different than what you do to maximize your profit.  If all you wanted was a fat bottom line, you
likely wouldn’t invest in upgrading your website or spend much time thinking
about the squishy business of company culture.

How much money you make each year is important, but how you
earn that profit will have a greater impact on the value of your company in the
long run. 

If you are thinking about selling your business and are
interested in
business transition planning best practices then
it’s time to contact Value Growth Partners. We can help you build your business
value before you sell. Call us for a no-fee initial consultation at
312-525-8382.

Do You Want to Learn CEO Succession Planning Best Practices?

Did you know the ideal timeline for succession planning is 5 years? It is possible though for the unexpected to happen and if/when it does, a CEO succession planning best practices is to have a game plan i.e. a succession plan all lined up and ready to go to ensure continued success with your business.

Take a look at the CEO Succession Planning timeline here:

THE SUSTAINING PHASE

Begin this phase 2-3 years in advance. The executives are preparing to thrive under the new leadership; Right Mindset, Future Outlook, Organization’s Sustainability, Updated Strategic Plan, Executive Team Assessment, and Internal Team Candidates.

THE TRANSITIONING PHASE

Begin this phase 6-12 months before the leadership transition and consider overlapping with the Sustaining Phase. The organization embarks on the executive search process for the successors that may include board members, management team, and executives. Extensive work is done with transition planning.

THE ONBOARDING & SUPPORT PHASE

The heavy lifting is completed within the first 3-4 months of this phase but the hand-off process continues over a 6-12 month period. The board and senior management team access and adjust to the new leader’s management style and leadership role.

CONTINUED SUCCESS PHASE

The succession preparation and planning process should begin as early as possible. However, there are cases when you do not have the luxury of 4-5 years to plan. In these cases, it is best to have a contingent succession plan in place in the event that an emergency arises.

Value Growth Partners is here to assist with all of your succession planning needs. Request a 15-minute consultation with Value Growth Partners now to set up your CEO Succession Planning.

Founder of Value Growth Partners Now a Certified Exit Planning Advisor

Mark O’Brien, MBA, CMAA®, CEPA®, Managing Director of Value Growth Partners, a successful business growth, succession, and transition advisory firm, has added another high-level accreditation to his name and business. Mark has successfully completed the rigorous course requirements to become a Certified exit planning advisor (CEPA®), as certified by the renowned Exit Planning Institute.  

Being a CEPA®, Mr. O’Brien is now certified to lead business owners in the strategic process of successful business succession, transition, and exit planning. 

“I have been blessed to know such wonderful mentors like Peter Christman, Richard Jackim, and Chris Snyder in the field of exit (succession and transition) planning,” said Mark O’Brien. “These experts have been very supportive in my goal to become a Certified Exit Planning Advisor. I am thrilled to have learned and worked with them to be certified and I look forward to continuing to assist business owners with executing successful succession and transition strategies.”

The CEPA® process emphasizes that a good exit strategy is a good business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations.

In order to qualify initially for the CEPA® program, an exit planning advisor must have already finished a bachelor’s degree from a college or university, and have worked 5+ years working full-time directly with business owners as a business consultant,  valuation advisor, financial advisor,  CPA, attorney, business broker, investment banker, estate planner, insurance professional, or similar professional capacity.

Learn more about Mark O’Brien and Value Growth Partners today at https://vgpltd.com/

Triana World Travel Excursions Group

www.TrianaWorldTravel.com – Shore Excursions Group

Experience the World Like Never Before

Shore Excursions Group is committed to offering the best excursions at the best prices so you will thoroughly enjoy your vacation experience. These excursions are designed to be booked with your cruise vacation, if you are looking for tours and adventures for non-cruise vacations see below. The tours are delivered by professional guides and local experts with decades of experience providing shore tours all around the world: Alaska, Asia, Australia, the Caribbean, Europe, Hawaii, Mexico, South Pacific and more. 

Lower Prices – sometimes as much as 40% lower than cruise lines

Higher Quality – average tour size of only 12 people, offering a more personalized and enjoyable experience

Money-Back Guarantee

24/7 Support for Travelers

https://trianaworldtravel.wordpress.com

(Travel Blog and Virtual Tours)

 Hi, I am Daniel Triana, and I own a local small business in Monmouth County, N.J. Travel Agency. (Asbury Park, New Jersey area Travel Agent) 

 

https://shop4abiz.com/dt_listing/daniel-triana-cruise-planners/

https://www.trianaworldtravel.com/pages/excursions—activities-29351

https://youtu.be/eboUjVh0iPc

relaxation

Shop4aBiz Triana World Travel Music Video

 

https://shop4abiz.com/dt_listing/daniel-triana-cruise-planners/

https://youtu.be/P0UEQws_l6o

https://trianaworldtravel.wordpress.com

(Travel Blog and Virtual Tours)

 Hi, I am Daniel Triana, and I own a local small business in Monmouth County, N.J. Travel Agency. (in the Asbury Park, New Jersey area, Travel Agent)

Why Use A Travel Advisor 

In today’s fast-paced world, everyone is pressed for time. Booking a vacation can be extremely stressful if you approach it the DIY way. With so much information available on the internet, you can literally spend hours in front of a computer jumping from one site to another searching for the best vacation to only end up frustrated with more unanswered questions. 

Travelers can save time, money and a whole lot of headaches by using a travel adviser. Cruise Planners Travel Advisers can provide everything you need to book a perfect vacation:

insider access to deals

group space and upgraded amenities

early booking discounts

special fares

hotel deals

various modes of transportation

Cruise Planners has a tremendous reputation for quality, service and very competitive pricing for ALL of your travel needs. Cruise Planners travel advisors will help you discover exciting adventures around the world. From cruises to land tours and completely packaged vacations, we specialize in all types of travel and will create an unforgettable vacation just for you.

We offer exclusive American Express Cardmember benefits as well as provide you the opportunity to travel in style at the lowest prices available while still giving the best service in the travel business.

Why choose Cruise Planners? 

We have access to low travel fares and special amenities on thousands of cruise sailings and tour departures.

We accept all major credit cards.

We are experts specializing in reunions, weddings, clubs and associations.

We’re destination specialists and experienced travelers.

We’re your personal advocates just a phone call away.

We offer exclusive American Express Cardmember benefits. 

Triana World Travel. Cruise Planners, an American Express Travel Representative, has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. Cruise Planners travel advisors will help you discover exciting adventures around the world. From cruises to land tours and completely packaged vacations, we specialize in all types of travel and will create an unforgettable vacation just for you.

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Construct A Strategy Map To Transform Your Company

A strategy map is a visual representation of a company’s overall objectives and how they relate to one another. This is a standard for organizational decision makers, which they can utilize to plan and monitor the progress of their organization.

Strategy maps are especially helpful when your organization is going through considerable change. It is important that the strategy map not change significantly from the version you receive from the planner, so that your choice makers can use it to plan the next actions to get your objectives accomplished.

Creating A Strategy Map

You must produce a strategy map at the start of your company, but later as the changes occur you can produce a brand-new variation. You can change the strategy map or just produce a brand-new one. Some of the concerns that should be consisted of in a method are:

• Start of action strategy
• Ongoing actions
• End of action plan

In addition, you need to consist of an impact statement. An effect statement is a statement of the objectives and objectives of your change technique and whether they are likely to be attained. It is also a statement of what the company needs to do to attain these goals. It is to be sent to all current and prospective clients and suppliers, to let them understand that you know their obligations and what the company requires to do to accomplish the modification method. The statement ought to be utilized for interacting the modification to all stakeholders.

Utilize your strategy map to communicate the change

Producing a method is not easy, particularly if you have a reasonably little business. There are many resources available. Among the most important is your company’s Strategic Plan that need to be examined and updated annual. Your strategy map should be part of that strategy. A good business should have a tactical plan and its own tactical map. You must evaluate the strategic plan to ensure that it shows the vision, intentions, and short, medium and long-lasting goals of your company. This was written by an organizer who has actually dealt with lots of large companies.

StratēgoMap is an ingenious software specifically created for: Local Businesses, E-Commerce Businesses, Affiliate Marketers, InfoProduct Creators. This FREE tool draws up your organization methods so that every employee can quickly comprehend them. StratēgoMap strategy map software application, allows you to draw up the plans, processes, treatments, and methods you require to develop a successful and profitable business.