BUSINESS & FAMILY BUNDLE
For Business, Life, and Estate
We own a business or have income property. We have a family to take care of. We want our business and income property to take care of our family. We already know this means we have more involved planning to do than many. We Love Them Enough to do it. So... let's do it!
MASTER ESTATE TRAINING
Paperwork • Practical • People
The Core Course. This might be the single most important thing to get right for our family. Almost everything else in life, if we made a mistake, we're around to fix it. This is in a very small handful of things that our mistake leaves a problem for someone else.
We do this because we love them. We love them enough to do the work. We love them enough to get it right. The trick, of course, is that we have to know what to do. When we know better, we do better. And we definitely love them enough to want to do better... to get it right. Let's get it right.
FAMILY BUSINESS SUPPLEMENT
Make Sure the Business Survives as an Asset
If the Family owns an income-producing asset. If we own a business, there's more to know. We have extra work to do so our children will inherit a real asset.
We want our business to serve our family after we're gone. That means we have to make sure our business is ready and our family is ready. Let's get to work.
UNLIMITED DIGITAL
LASER COACHING
90 Days of "Asynchronous Digital Support"
For 90 Days, you have unlimited support by Email, Text, and Marco Polo (an app that lets you send "video texts"). You can literally emal, text, or "polo" 90 times in 90 days!
We will normally get back to you within 24 hours, sometimes much sooner. Across holidays and travel days, it might be 48 hours. If you have specific questions we can answer for you in just a few minutes, we'll get back to you with an answer
FAQS
Does I Love Them Enough include a Will and Trust?
Simple answer: No.
The reasons for that are more clear as you go, but let's say this: 90% of the problems we've seen are NOT in the documents. We tend to get the documents we "should" get without understanding what we need to do before and after. When you know what you need, we can help you get what you need.
I'm Busy. Really Busy. But I need ... something. Will this work?
Ten minutes a day. Watch the video or download the audio or get the slide deck... whatever works for you. You can even do the watch/listen part while you do something else. It's all in small, bite-sized pieces with quick, easy assignments. One small step at a time, with almost no extra time required from your schedule. Even busy people can get it all done!
I Want This Done NOW. Can I just do it all fast?
There is an hour-by-hour option where you watch the core program of six lessons all at once and do six small assignments as you go. If you want, you can treat it like a one-day Intensive and do it all right now.
For business, take it phase by phase. How much work you'll have to do for your business will depend upon you and the state of your business. But the actual work can be done in dedicated time or as-you-go. It's up to you!
I Hear you GUARANTEE Your Program. What does that mean?
After decades as an attorney and seeing way too many disasters, he knows what we're missing. A tiny percentage of people might go through the whole program and think "I already knew ALL of that, and I do the parts that apply to me and my family. It wasn't worth the investment." If that happens to be you... you can get your money back.
All of it.
We even give you 60 days - plenty of time to do the whole program day-by-day - and even after you've been through the whole program, you can get all of your money back... with our congratulations for already knowing!
Related to that: "But aren't you worried people will cheat you?"
No. Not really.
But let's suppose someone is the sort of person who would buy a program, use a program, get value from it, and then ask for their money back as a cheat... us giving back money isn't the biggest problem.
The bigger problem is that someone with a cheat-people philosophy is making plans for their family. So, if we're dealing with someone who would cheat us, they'd cheat their extended family, and we'd rather not have anything to do with them anyway!
Worse, if a business professional would do that, it's not just about family, it's about business! That means family, clients, team members, vendors... and we're perfectly okay not doing business with such people.
