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Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to show your clients how your creative ideas can help them visualize potential future outcomes.

 

Women: Moving Forward Financially after the Loss of a Spouse

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Even if you've always handled your family's finances, the number of financial and legal matters that have to be settled in the weeks and months following your loved one's death can be overwhelming. 

Veterans: See How Preparation Leads to Success

As a veteran, you have served and protected our nation with honor. A financial advisor can help clarify and prioritize your goals so that you can have the secure financial future that you deserve.

Asset Protection in Estate Planning

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 may be sufficient protection for your home because your exposure to a claim is low. For high exposure, you may want to create a business entity or an offshore trust to shield your assets. Remember, no asset protection tool is guaranteed to work, and you may have to adjust your asset protection strategies as your situation or the laws change.

The Importance of Goals

 

Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.

Family View: Helping Your Aging Parents

Managing personal finances can overwhelm many aging seniors. Learn what you can do to help in the monitoring of your parents’ complete financial picture. 

Taking Care of Your Parents

Taking care of your aging parents can be emotional and expensive. This video provides a checklist on what to do.

 

What is an Irrevocable Life Insurance Trust?

Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies.  This video shows you how it works. 

 

Five Documents At The Core Of An Estate Plan

Every estate plan is unique because of a particular family's circumstances. Still, most people share many primary objectives that may be reflected in five documents often found at the core of a plan.

If your current estate plan doesn't include these five items, you might need to fill the gaps. And if you don't yet have a comprehensive estate plan in place, it's probably time to make that a priority. Mortality can sneak up on anyone.