Estate Planning is a comprehensive package of legal documents and instructions written during your lifetime and while you’re in good mental health for directing how your assets will be handled on your passing. These assets can include real estate, valuable possessions, bank accounts, and investments. 

An Estate Plan provides a way to ensure the continued management and preservation of your assets should you die or become incapacitated and allows the avoidance of a probate court proceeding after your death.

Estate planning also includes Healthcare Power of Attorney (POA), Asset Durable POA also known as a Financial POA and more. For more information on Estate Planning contact us at i4 Global.   

This is an option for senior citizens to sell their life insurance policies for cash to help pay for end-of-life and long-term care costs. Life Settlement is different than Viatical Settlements. Viatical settlements cater specifically to those who are terminally ill regardless of age while Life Settlements do not have to be terminally ill however Life Settlements clients are normally over the age of 65. If you would like more information about Life Settlements and how it can assist your financial situation contact us.

Employee Retention Credit (ERC) also known as the Employee Retention Tax Credit (ERTC) is a government program that allows business owners to get money back from the IRS as a credit for remaining open during the COVID-19 pandemic. Congress allocated $2.1 trillion for qualified business owners in the Appropriations Act of 2021. Business owners can get up to $26,000 per employee. The business must have between 5-500 W-2 employees who are not owners or relatives. i4 Global has partnered with one of the three top ERC companies in the nation, which is also an accounting firm and not just document specialists.  

Business funding is an option for business owners to access business loans to pay for things like temporary cash flow interruptions, expansion projects, inventory and equipment, and seasonal spikes in activity. No matter the industry, all businesses need money to operate and i4 Global has funding partners that can assist you in acquiring funding for your business needs.

Franchise Mergers and Acquisitions is the process of combining two companies into one with the goal of achieving synergy to become more profitable. This is accomplished by one franchise acquiring another franchise or if the franchise itself is being acquired.

Student debt is over $1 trillion dollars in the United States. Student Loan Debt Elimination is a way to make your repayments manageable and maybe even reduce the amount you owe. Certified Student Loan Debt Reduction Specialists can help you. There are available programs for Public Service Loan Forgiveness (PSLF), Teacher Loan Forgiveness, Graduated and Extended Plans, Income-Based Repayment (IBR), and more. If you are looking for a way to get relief from your student loans, contact us for more information on how this can help you.