Financial Planning

Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc. to provide advanced planning calculations through the Yourefolio™ platform. Brentmark, Inc. the leader in advanced planning calculations for estate, retirement, and charitable planning, provides tools for highly accurate calculations, visual reports, and a solid understanding of many tax decisions that High Net Worth clients face when planning for the transfer of their estate.

Estate Planners Can Help Reduce Stressors During the Pandemic

by Austin Gilner, Marketing Intern at Yourefolio

You have probably read the articles.  Millions of dollars go unclaimed every year. Are you entitled to unclaimed funds?  It is no secret that millions of dollars go unclaimed due to a variety of circumstances.  Those circumstances may be moving, leaving an unknown pension benefit behind or a change in name.  Whatever the reason, it does happen from circumstances we have created and should be aware of.

Introduction

81% of the U.S. population has at least one social media profile and over half have two or more. So, no matter which social media sites you decide to invest in, you have a high chance of reaching customers that you may not have reached otherwise.