Estate Planning – Advice from Experts

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Estate Planning

Dallas/Fort Worth Area

$100.0/min 5.0 61 $1.67/min

3-time TEDx speaker. $40M+ raised for nonprofits. Former Managing Director of Arabella Advisors, a global consulting firm that enabled $4B+ in annual giving while also supporting 40 of the top 50 philanthropies in the world. Winner of 2 pitch contests. Awarded "Nonprofit Communicator of the Year." Entrepreneur with an Executive MBA. CFRE (Certified Fund Raising Executive), CMT (Certified Mindfulness Teacher), and CAP®️ (Chartered Advisor in Philanthropy). Author of “Daddy’s Time Out,” a children’s book that explains incarceration to the 2.7 million kids with a parent in prison; and Hunger Bugs Me!, a book that uses a “participatory philanthropy” model to explain food insecurity to children who desire to help others. Founder of Gregg Partners, a revenue strategy consultancy that equips nonprofits and mission-driven businesses to achieve financial stability. Recent clients include the Wikimedia Foundation (Wikipedia), the Pat & Emmitt Smith Charities, and dozens of other nonprofits. Former CDO for the Prison Entrepreneurship Program (PEP). Previously co-founded a boutique family law firm as well as Executives in Action, a 501(c)(3) nonprofit that engaged transitioning business leaders as pro bono consultants on high-impact projects benefiting charitable causes. Primary Coaching Topics - Revenue Strategies for Mission-Driven Businesses - For-Profit Subsidiaries under 501(c)(3) Nonprofits - Social Entrepreneurship - Charitable Fundraising & Philanthropy - Grantwriting - Planned Giving, Bequests, and Endowments - Major Donor Cultivation - Individual Giving - Monthly/Recurring Giving - Nonprofit Web Design & Marketing I also offer coaching on how to deliver amazing presentations, pitches, and speeches (TEDx, Ignite, etc.) I have experience in startups (for-profit and nonprofit) as well as proven results in cause marketing, digital marketing, and more. All calls get free follow-up by email.

Lance Woodbury

Missouri

$250.0/min 5.0 7 $4.17/min

Family business consultant, mediator, author and facilitator of peer groups of large farm, ranch and agribusiness owners. Emphasis on facilitating management succession and coordinating estate planning among business owners and their advisors, and identifying and implementing strategic business management initiatives.

B. Forrest Tuten, AWMA®

Knoxville, Tennessee Area

$200.0/min 5.0 1 $3.33/min

President/Founder of Brittany Wealth. Financial Consultant with expertise in advising individuals, families, and small-medium business owners on how to effectively accomplish financial goals. Tax efficiency is often overlooked.

Michael Brennan

Greater Milwaukee Area

$100.0/min N/A 9 $1.67/min

Founder of thevirtualattorney.com a virtual law office that redifines what it means to work with a lawyer. Startup and small business law attorney. An entrepreneur happy to lend my knowledge of the law to other entrepreneurs. I'm a licensed attorney in Wisconsin, Illinois and Minnesota who founded the Virtual Attorney to bring the pactice of law into the 21st century. Through the use of technology and the internet I offer modern convenience to professionals, small businesses and entrepreneurs. I currently live in Milwaukee, Wisconsin with my wonderful fiancé and crazy little dog. After graduating from the University of the Pacific-McGeorge School of Law in Sacramento, CA, as a displaced University of Wisconsin-Madison alum, I saw a lack of options for young professionals and entrepreneurs to get legal assistance for businesses. As a licensed attorney in Wisconsin, Illinois and Minnesota I have experience with startups in particular midwestern locals and I know about the laws and state-specific potential road blocks you'll need to look out for. As a young entrepreneur myself I always beloeved that the brilliant young minds of today are a wealth of great innovative ideas waiting to be put into action. I wanted to act as an asset to these individuals by providing an affordable means of getting legal advice and assistance necessary to turn those great ideas into great businesses.

Jonathan Blum

Sioux City, Iowa

$250.0/min N/A 0 $4.17/min

Founder of JB Consulting Firm, a Strategic Legal, Planned Giving, & Nonprofit Fundraising Firm. Lawyer. Coach. Fractional Executive. Collaborator.

Linda Cartier

Canada

$400.0/min N/A 0 $6.67/min

Developing Chartered Financial Divorce Specialists and their businesses. - 1st Canadian to be trained in Financial Divorce Planning; brought this practice to Canada. - Helped establish the first Financial Divorce Planning standards in Canada, and the prerequisite for students seeking a divorce planning specialization to hold a recognized accredited financial background. - Has trained over 100 professionals in the financial aspects of collaborative cohabitation, marriage agreements, relationship or marital breakdown (separation or divorce) as Chartered Financial Divorce Specialists (CFDS). - Has grown qualified membership beyond 200 members. Previously: - Helped establish Northern Ontario Chapter for the Canadian Association of Financial Planners. - Became its 2nd president (successor to John Della Bosca). The CAFP later divided into what became the IAFP in 2002 (for those with an RFP designation) and Advocis in 2003. - Former Board Member of the Institute of Advanced Financial Planners (IAFP when it started), also helping start the first IAFP National Symposium. - One of the first Canadians to hold the CFP designation. - For a period of time the only woman holding both CFP & RFP designations in Northeastern Ontario. - Early adopter of fee-for-service financial planning. - Started and ran the only Northern Ontario Mutual Fund dealership from 1996 to 2018. Regular contributor to newspapers like the Sudbury Star and the Northern Live; contributor to various books such as 'Your Divorce – Your Dollars' with Akeela Davis; 'The Joy of an Ex' with Jackie Ramler; and from 2001 to 2021 industry magazines including Investment Executive, Morningstar, MoneySense and Advisor’s Edge. Public speaker at conferences across the country and internal media such as Advisor’s Edge Dynamic Mutual Funds and the IAFP podcast. Sudbury Arts Council President 2014 - 2021 - Received the Oryst Sawchuck Award, presented by the Sudbury Arts Council Board to honour someone who has made a significant contribution to the arts and the city. Woman of the Year by the Sudbury Business & Professional Women's Organization in 1996, the same year receiving recognition from Donald J. Johnston as one of the first individuals in Canada to be licenced by the Financial Planners Standards Council (FPSCC). In 2000 Mrs. Cartier was awarded Member of Distinction by the Canadian Association of Financial Planners.

Taraje Williams-Murray

The Cosmos

$300.0/min N/A 0 $5/min

Two time Olympian in the sport of judo - Founder and CEO of the only independently owned registered investment advisory firm in NJs largest city Adjunct Professor of Finance

Tim Pelton

Cromwell, CT

$150.0/min N/A 0 $2.5/min

Estate planner. Author. Former Fire Chief. Founder of Ultimate Outcomes – providing peace of mind through personalized end-of-life planning. Author of "The Ultimate Family Gift." Life is too short not to have a good plan.

Brendan Gilbert

Buffalo, New York

$250.0/min N/A 1 $4.17/min

Solo in a narrow niche. I advise you how to arrange your business and life to protect what you have, or how to develop new ventures while under creditor threat.

Janet Gray, CFP

Ottawa, Canada

$200.0/min N/A 0 $3.33/min

Financial Planner and Money Coach to help you move ahead confidently with your cash flow and life goals. How to avoid creating more debt and strategies to reduce existing debt.

Eric Roberge

$300.0/min N/A 0 $5/min

Certified Financial Planner and Founder at Beyond Your Hammock, helping professionals in their 20s and 30s use money as a tool to live a life they love. Engaging millennials is a challenge and I can show you how to create a financial planning process to do it. Launching my business helped me experience the freedom to live on my terms and work with the clients I enjoy, and I'd love to help you bring your vision to life too.

Jillian Mayott

Albany, New York Area

$100.0/min N/A 0 $1.67/min

As an Entrepreneur with a back round in business development and finance, I have a passion and a track record for making business successful! I cut to the chase and tell you what you need to hear, not what you want to hear to make you successful!

Neil Jesani

New Jersey

$100.0/min N/A 0 $1.67/min

Certified Financial Planner (CFP), Top Financial Planner for High Net-Worth & High-Income Individuals. Author of Amazon best selling “WIN THE WAR FOR MONEY AND SUCCESS” book.

Martha Hartney

Boulder, CO

$250.0/min N/A 0 $4.17/min

Founder of popular estate planning law firm, Hartney Law, and Hart of the Matter Transformational Coaching; mother, lawyer, commentator, coach for professionals and parents who want the live the life they came here to live.

Jeff Shadrick

Birmingham, Alabama

$250.0/min N/A 0 $4.17/min

- Founder and CEO of REI Associates, LLC; A real estate investment company specializing in providing individual and institutional investors with high quality investment property services in the State of Alabama. - Graduate of The University of Alabama, School of Business; with a degree in Finance. - Involvement in the construction, and real estate industry for more than 20 years. - Former Principal in family owned residential construction company. - Served as a Vice President, Head of Operations, and Senior Advisor in the Personal and Institutional Trust industry for 18 years. - Jeff now utilizes his diverse background in the construction, and investment industries to help investors capitalize on the wealth building opportunities offered through investing in real estate

J.Paul Lee, CFP, CLU, Ch.F.C.

New Brunswick, Canada

$250.0/min N/A 1 $4.17/min

Small business and Professional corporation set up and tax planning and income splitting strategies. Using Life Insurance to tax shelter money inside corporations.

Samantha Johnson, CHS

Toronto, Ontario

$120.0/min N/A 0 $2/min

Product and strategy specialist for individual and corporate life, disability and critical illness insurance. LLQP licensed, Certified Health Specialist accreditation.

Anthony Park

New York, NY

$60.0/min N/A 0 $1/min

Executor/Trustee for hundreds of families | New York probate/estate attorney | Multiple entrepreneur: Founder Mafuta Sasa, biodiesel refinery in Tanzania, H&R Block Franchisee, Author, Podcaster, YouTuber

Michael Solari

Manchester, NH

$200.0/min N/A 0 $3.33/min

Michael runs a fee-only financial planning practice geared toward young professionals. He is a Certified Financial Planner with nearly 10 years of experience. Michael has built his practice on transparency by offering monthly memberships

Robert Riedl, CPA, CFP, AWMA

Wisconsin

$300.0/min N/A 0 $5/min

I am a CPA, CFP and AWMA, that has thirty plus years of providing succession planning to small business owners, retirement planning, portfolio construction, and protecting families from related business risks. If your family is your greatest asset and you need help with your financial assets, please call me. My mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy. Visit www.EndowmentWM.com to learn more.

Beverly Fernandez

Makati, Philippines

$60.0/min N/A 0 $1/min

Marketer from the Philippines. Training Officer. Recruiter. Financial Guru. Financial Planning. Wealth Management.

Nathan Schloegl

$60.0/min N/A 0 $1/min

Millennial dedicated to coaching other millennials in personal finance, debt consolidation, and retirement investing.

Maxine McChesney

$100.0/min N/A 0 $1.67/min

Attorney and entrepreneur with 25 years of business experience. Focus on getting business owners answers to the questions that keep them up at night.