What is a Certified Exit Planning Advisor (CEPA)?

A Certified Exit Planning Advisor (CEPA) specializes in helping business owners develop and execute a plan to exit their business. The CEPA designation is awarded by the Exit Planning Institute after completing a rigorous training program and passing an exam. 

May 4, 2023

Is a Certified Financial Planner (CFP) the Same as a Certified Public Accountant (CPA)?

Managing your finances can be tricky, and choosing the right professional to help is essential. However, it can be difficult to understand what the different roles are during your search. You will likely come across many Certified Financial Planners™ (CFP®) Practitioners and Certified Public Accountants (CPA). But what is the difference? Yes, there is overlap in their job suits, but they aren’t the same position, and who you hire depends on your goals. 

May 3, 2023

Does a General Power of Attorney Expire?

Power of Attorney (POA) designations can be confusing, but they are also vital for managing authority for both capable and incapacitated individuals. Let’s briefly review what a POA is, the various degrees of control granted, and how a POA grant terminates.

Apr 29, 2023

What is an Inter-Vivos Trust?

An inter-vivos trust is a type of trust created during the life of the grantor, or the person who establishes the trust, as opposed to a trust created through a will after the grantor’s death.

Mar 18, 2023

What is a General Durable Power of Attorney?

Power of attorney is a term most people have heard. However, there are multiple types, and it is important to understand the difference when you are planning your estate. A power of attorney can give an agent or agents you name the ability to act on your behalf financially, medically, and in other matters. 

Feb 26, 2023

What is Pari-Passu?

Pari passu is a term used in some industries that means that the parties or assets in a financial transaction are treated equally. It stems from the Latin meaning of pari passu, “with equal steps,” or “on equal footing.” The parties might include creditors, business partners, securities, or investors. 

Feb 25, 2023

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