Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs better prepare for the future and give you a chance to explain the reasoning behind your decisions. Here’s a look at the importance of discussing your estate plan with your kids and how to…
Continue reading It’s Time to Have “The Estate Plan Talk”
What is it about spring that always motivates us to get organized around the house? Getting your financial household in order is equally as important. It is a good time to create or update your estate plan. That includes such essentials as a will or trust, a living will, durable powers of attorney, a letter of intent and beneficiary forms. We know it is easy to put it off. It may not seem like an urgent need, but you never…
Continue reading What is the State of your Estate Plan?
Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen
Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen
Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property from such claims, you’ll have to evaluate each tool in terms of your own situation. You may decide that insurance and a Declaration of Homestead…
Continue reading Asset Protection in Estate Planning
Don’t Miss It! Join us for an afternoon of learning, discussion, and networking with women business owners who are growing their businesses or successfully exited. Reserve Your Spot Presenters Nicole Middendorf, CDFA CEO, Prosperwell Financial Wealth Advisor Nicole shares financial advice and a real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive…
Continue reading Women’s Business Summit
Don’t Miss It! Join us for an afternoon of learning, discussion, and networking with women business owners who are growing their businesses or successfully exited. Reserve Your Spot Presenters Nicole Middendorf, CDFA CEO, Prosperwell Financial Wealth Advisor Nicole shares financial advice and a real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive…
Continue reading Women’s Business Summit
