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Read more about the article Preferred Freeze Partnerships Part 1

Preferred Freeze Partnerships Part 1

  • Post author:Cheri Duryea
  • Post published:May 23, 2023
  • Post category:High Net Worth Estate Planning

Guests: Jerry Hesch and Stephen Breitstone Meltzer, Lippe, Goldstein, and Breitstone, LLP May 23, 2023

Continue ReadingPreferred Freeze Partnerships Part 1
Read more about the article Welcome to Wednesday – Progress

Welcome to Wednesday – Progress

  • Post author:Cheri Duryea
  • Post published:May 17, 2023
  • Post category:Off the Record/Welcome to Wednesday

Welcome to Wednesday>> VIEW ALL OFF THE RECORD POSTS Hope you are enjoying the string of top ten weather days as we steadily progress toward the summer months.  Let’s take…

Continue ReadingWelcome to Wednesday – Progress
Read more about the article Setting Boundaries

Setting Boundaries

  • Post author:Cheri Duryea
  • Post published:May 16, 2023
  • Post category:Wellness

Guest: Chris Aupperle Director of Nebraska Lawyers Assistance Program May 16, 2023

Continue ReadingSetting Boundaries

Choosing between forming an LLC or a Corporation

  • Post author:Cheri Duryea
  • Post published:May 12, 2023
  • Post category:Business Management

Choosing between forming a limited liability company (LLC) or a corporation depends on several factors. The following are some key differences between an LLC and a corporation for you to consider when making this decision.

Continue ReadingChoosing between forming an LLC or a Corporation
Read more about the article Secure 2.0

Secure 2.0

  • Post author:Cheri Duryea
  • Post published:May 9, 2023
  • Post category:Foundational Estate Planning

Guest: Stacie Neussendorfer Sr. Lead Advisor May 9, 2023

Continue ReadingSecure 2.0
Read more about the article An Essential Life Skill:  Asking For Help

An Essential Life Skill: Asking For Help

  • Post author:Cheri Duryea
  • Post published:May 2, 2023
  • Post category:Wellness

Guest: Chris Aupperle Director of Nebraska Lawyers Assistance Program May 2, 2023

Continue ReadingAn Essential Life Skill: Asking For Help
Read more about the article Sports Analogies Part 2

Sports Analogies Part 2

  • Post author:Cheri Duryea
  • Post published:April 25, 2023
  • Post category:Foundational Estate Planning

Guest: Ross Polking Lead Advisor - Business Develoment April 25, 2023

Continue ReadingSports Analogies Part 2
Read more about the article Partnering With Your Assistant

Partnering With Your Assistant

  • Post author:Cheri Duryea
  • Post published:April 18, 2023
  • Post category:Wellness

Guest: Crystal Patterson, General Counsel with Gulfstream Commercial Services, a full-service commercial real estate development company located in Kentucky. April 18, 2023

Continue ReadingPartnering With Your Assistant
Read more about the article Long Term Care Insurance

Long Term Care Insurance

  • Post author:Cheri Duryea
  • Post published:April 11, 2023
  • Post category:Foundational Estate Planning

Guest: Eryka Morehead CEO of Collaborative Planning Group Inc. April 11, 2023

Continue ReadingLong Term Care Insurance
Read more about the article Basics of Partnerships

Basics of Partnerships

  • Post author:Cheri Duryea
  • Post published:April 4, 2023
  • Post category:Business Entities - Estate Planning

Guest: Mike Weaver, Managing Member at Vandenack Weaver Truhlsen April 4, 2023

Continue ReadingBasics of Partnerships
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