Planning for Minor Children

Crisis Medicaid Planning

Pre-Crisis Medicaid Planning

Revocable Living Trust

Irrevocable Trusts

Durable Power of Attorney

Health Care Advanced Directives

VA Compensation - Agent Orange

Guardianship/Conservatorship

Year's Support

Estate Administration (Probate)

VA Pension (Aid & Attendance)

Wills

Special Needs Trusts

InfoMinute Seminar

Filling the Filing Cabinet Workshop

Orientation Essentials

7-Minute Presentation Workshop

GateOpener Workshop

Best Client Workshop

Guardian for Child | PowerCore.net

Guardian for Child

Planning for minor children is the most important part of estate planning because they are our most precious asset! All parents need to put a plan in place to provide the best possible home for their children if the unthinkable happens.

Minor children must have a guardian – the person legally responsible for their care. This is either the “natural guardian” (a custodial parent) or a court appointed guardian. The guardian is responsible for the child’s daily care, and has the duty to make all decisions about the child’s residence, education, religious practices, and medical care. 

Parents can select who they want to care for their children in their will. This gives them peace of mind knowing who will raise their kids if the unthinkable happens.

Great referrals for me are parents of new born children. When you see that new mom and dad over the holidays ask them if they are sleeping at night? I can’t help with a baby crying at night. But, I can make sure they aren’t anxious!


Congratulations to our new TeamCoOrdinators!&nbsp;
The bat is in your hands.
Play ball!

Cumberland

Roswell 400

Decatur

Emory

Marietta Square

North Fulton

North Point

Peachtree

Peachtree City

Downtown Woodstock

Canton Business Leaders

Candler Park

Duluth

East Cobb

Virginia Highland

Brookhaven

North Fayetteville

Newnan

South Gwinnett

Friday TeamCoOrdinator Officer Training 

Prior to our Discovery Meeting we send a client a link to "DecisionVault" to gather information about their family, their assets and their goals. In order to do comprehensive estate planning we need information about the family structure, what the prospect owns and how they own it, and their "why" for estate planning. By using Decision Vault all of the information is completely organized on a secure server and we are able to share all of the information we need.

What tools do you give your clients?&nbsp;
<ul>
<li>Are they specific to one activity?</li>
</ul>
&nbsp;
<ul>
<li>Are downloadable copies available for them to share?</li>
</ul>
&nbsp;
<ul>
<li>Do you plate them in a specific format?</li>
</ul>
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The Workshop and The Extras | Tools | PowerCore.net

The Workshop and The Extras | Tools

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

5-year Pin

3-year Pin

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

PowerLinks Certificate

Robert Goldberg

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