Month: October 2023
Myths & FAQ on Planning with a Joint Trust – Part 3
Estate Planning: Your Financial Future Decoded Your legacy is an extension of your life’s work. Ensuring it’s managed as per your…
Myths & FAQ on Planning with a Joint Trust – Part 2
Getting Ahead: Key Queries on Joint Pour-Over Trusts Knowledge is power, especially when it comes to your financial legacy. Let’s address…
Myths & FAQ on Planning with a Joint Trust
Part 1-Clearing the Air: Dispelling Joint Trust Myths Good folks, marriage has a large base in finance and just like in…
Navigating the Challenges of a Family Limited Partnership (FLP)
While the allure of an FLP is undeniable, it’s essential to also recognize its pitfalls. Let’s get a clear-eyed view of…
Why Opt for a Family Limited Partnership (FLP)? The Advantages Unveiled
Dipping your toes into the world of estate planning? The Family Limited Partnership (FLP) might just be your go-to strategy, and here’s…
Breaking Down the Family Limited Partnership (FLP)
So, what exactly is a Family Limited Partnership, or FLP for short? Picture this: a unique financial entity, like a family…
Introduction to Family Limited Partnerships: The Strategic Way to Preserve Your Legacy
You know, sometimes the most daunting challenge isn’t amassing wealth or creating successful businesses–it’s preserving them for the next generation! Think…
FOUR WAYS TO PROTECT YOURSELF WHEN SELF-EMPLOYED
OPEN A RETIREMENT ACCOUNT. The money you save in a retirement account can provide you and your loved ones with…
Debunking Estate Planning Myths for the Self – Employed
Myth: “I’m covered by Social Security, so no need for further planning.” Reality: Social Security benefits are designed to replace…
