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Yourefolio Estate and Legacy Planning Software

Starting off on the right foot: New Year's (Financial) Resolutions

What comes to mind when you think of the New Year?
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Eight Simple Estate Planning Review Items for 2019

Eight Simple Estate Planning Review Items for 2019

Scott Huff 1 | Dec 12, 2018 Employ these during your next client meeting to make sure the basics
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Yourefolio and InterActive Legal Partner and Integrate Platforms

InterActive Legal® and Yourefolio™ Announce Alliance Partnership and Release of Integration Between Platforms

WESTLAKE, OHIO (PRWEB) DECEMBER 04, 2018 InterActive Legal’s best in class document drafting
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Ten Innovators and Influencers to Watch in 2019 Yourefolio

Ten Innovators and Influencers to Watch in 2019

Scott Huff, Yourefolio   For many advisors, estate planning is a bit of a dirty word. Not that it
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Wealthy Investors Hold Off on Estate Tax Planning

Thanks, Congress. Wealthy Investors Hold Off on Estate Tax Planning

* The estate and gift tax exemption is $5.49 million per individual. * Top federal tax on gifts
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yourefolio estate legacy planning software tool

What All CPA's Should Know About Elder Planning

With the percentage of elderly people in the United States on the rise, someday soon you may face
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