Bret Glenn’s Post

Let Me Help You Get Organized For Tax Time and a Lifetime Before you know it, April 15th will be here. For people who wait until the last minute to get organized, this can be a very stressful and nerve-wracking time of year. But it does NOT have to be like that for you! Here are two gifts that will have you smiling and relaxed while everyone else is scrambling to file on time. Gift No. 1 is your complimentary Life & Legacy Planning Session (a value of $750). During your planning session, we will make sure your financial house is in order for tax time and that your legal house is in order for your lifetime. Gift No. 2 is that also during your Life & Legacy Planning Session, you will have an exact roadmap and understanding of what would happen to your family today if something happened to you, and how that could look different (and better) if you choose to move forward with your estate planning. If you already have legal documents in place, fantastic! I will review whatever you do have in place during your planning session to make sure you have not made some of the most common mistakes people make that could be costing you money now or leave your family with a mess later – even if you have worked with well-intentioned lawyers or other professionals in the past. “So what is the catch?” Obviously, I would love to be your family’s Personal Family Lawyer and if it turns out you need estate planning, I would love to help you. The only “catch” is that this special offer is only good as long as you complete the pre-session homework in advance so that I can give you the most value during your planning session. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

Let Me Help You Get Organized For Tax Time and a Lifetime Before you know it, April 15th will be here. For people who wait until the last minute to get organized, this can be a very stressful and nerve-wracking time of year. But it does NOT have to be like that for you! Here are two gifts that will have you smiling and relaxed while everyone else is scrambling to file on time. Gift No. 1 is your complimentary Life & Legacy Planning Session (a value of $750). During your planning session, we will make sure your financial house is in order for tax time and that your legal house is in order for your lifetime. Gift No. 2 is that also during your Life & Legacy Planning Session, you will have an exact roadmap and understanding of what would happen to your family today if something happened to you, and how that could look different (and better) if you choose to move forward with your estate planning. If you already have legal documents in place, fantastic! I will review whatever you do have in place during your planning session to make sure you have not made some of the most common mistakes people make that could be costing you money now or leave your family with a mess later – even if you have worked with well-intentioned lawyers or other professionals in the past. “So what is the catch?” Obviously, I would love to be your family’s Personal Family Lawyer and if it turns out you need estate planning, I would love to help you. The only “catch” is that this special offer is only good as long as you complete the pre-session homework in advance so that I can give you the most value during your planning session. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

Let Me Help You Get Organized For Tax Time and a Lifetime Before you know it, April 15th will be here. For people who wait until the last minute to get organized, this can be a very stressful and nerve-wracking time of year. But it does NOT have to be like that for you! Here are two gifts that will have you smiling and relaxed while everyone else is scrambling to file on time. Gift No. 1 is your complimentary Life & Legacy Planning Session (a value of $750). During your planning session, we will make sure your financial house is in order for tax time and that your legal house is in order for your lifetime. Gift No. 2 is that also during your Life & Legacy Planning Session, you will have an exact roadmap and understanding of what would happen to your family today if something happened to you, and how that could look different (and better) if you choose to move forward with your estate planning. If you already have legal documents in place, fantastic! I will review whatever you do have in place during your planning session to make sure you have not made some of the most common mistakes people make that could be costing you money now or leave your family with a mess later – even if you have worked with well-intentioned lawyers or other professionals in the past. “So what is the catch?” Obviously, I would love to be your family’s Personal Family Lawyer and if it turns out you need estate planning, I would love to help you. The only “catch” is that this special offer is only good as long as you complete the pre-session homework in advance so that I can give you the most value during your planning session. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

Roy Rogers said, "The greatest legacy we can leave our children is happy memories." Absolutely! But those cherished memories are best built on a foundation of security. For veterans and active military personnel, that security comes through thoughtful estate planning, including the potential benefits of a trust. Deployment and service can bring periods of uncertainty. A well-crafted trust can provide peace of mind knowing your family's financial needs are met, even if you're away or incapacitated. Here's how a trust can benefit you and your loved ones: Streamlined Distribution: Bypassing the lengthy and costly probate process, a trust allows for a smoother and more efficient distribution of your assets to your loved ones. This translates to quicker access to the financial resources they need during a difficult time. Tax-Saving Strategies: Depending on the type of trust you choose, you may be able to minimize estate taxes, preserving more of your wealth for future generations to enjoy. Peace of Mind: Knowing your loved ones have the financial resources they need, even during your absence or a period of incapacity, allows you to focus on serving your country and creating those cherished memories with your family. Don't let the challenges of deployment or future uncertainties overshadow the happy memories you create with your family. Schedule a consultation with us today to discuss incorporating a trust into your estate plan. We're dedicated to helping you build a secure foundation for a lifetime of happy memories. #veteranlegacy #militaryfamily #financialplanning #estateplanning #trusts

Roy Rogers said, "The greatest legacy we can leave our children is happy memories." Absolutely! But those cherished memories are best built on a foundation of security. For veterans and active military personnel, that security comes through thoughtful estate planning, including the potential benefits of a trust. Deployment and service can bring periods of uncertainty. A well-crafted trust can provide peace of mind knowing your family's financial needs are met, even if you're away or incapacitated. Here's how a trust can benefit you and your loved ones: Streamlined Distribution: Bypassing the lengthy and costly probate process, a trust allows for a smoother and more efficient distribution of your assets to your loved ones. This translates to quicker access to the financial resources they need during a difficult time. Tax-Saving Strategies: Depending on the type of trust you choose, you may be able to minimize estate taxes, preserving more of your wealth for future generations to enjoy. Peace of Mind: Knowing your loved ones have the financial resources they need, even during your absence or a period of incapacity, allows you to focus on serving your country and creating those cherished memories with your family. Don't let the challenges of deployment or future uncertainties overshadow the happy memories you create with your family. Schedule a consultation with us today to discuss incorporating a trust into your estate plan. We're dedicated to helping you build a secure foundation for a lifetime of happy memories. #veteranlegacy #militaryfamily #financialplanning #estateplanning #trusts

Calling on all the dads out there! Father’s Day is coming up and we want to help your family know just how MUCH you love them. One of the best ways for a dad to show love for your family is to have all of your financial ducks in a row and make sure your children are taken care of by people you love, no matter the situation. To help you do this, I will waive our regular $750 Life & Legacy Planning Session fee for families who come in for their Life & Legacy Planning Session this month. During your Life & Legacy Planning Session, you will: - Choose the right guardians for your children and avoid making any of the six common mistakes most families (and even some lawyers) make when naming legal guardians. - Ensure your kids (and spouse if married) are taken care of always. - Put your financial house in order and keep it that way. - Discover how to minimize estate taxes and keep your family out of court and conflict. - Learn exactly how to protect your children’s inheritance from lawsuits and divorce. Plus, you will find out how to leave your loved ones a gift far greater than all the money in the world. Upon scheduling, you will receive access to your pre-session homework to complete in advance so that I can give you the most value out of our time together. Just complete the homework in advance and the $750 session fee is waived. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

One of the Ultimate Gifts We Can Give It is at this time of year when I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we have done everything possible to take care of our personal affairs so that if and when something happens to us, things will be as simple as possible for the people we love. My gift to you is actually not a gift to you at all, but to the people who matter most to you, and this is a gift that they will be so grateful for when they need it. But here is the key: You need to take action for your loved ones NOW. This gift is a complimentary Life & Legacy Planning Session (normally $750), and during our time together, we review what you do or do not have in place to ensure the well-being and protection of everything you own and everyone you love, if and when something happens to you. If you have nothing in place now, we will discover whether the state’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, your assets, and the most up-to-date laws. Whether you need a new plan or not, this process alone will get you more financially organized than ever before and will provide you with total clarity as to what you need in order to ensure you have handled your personal affairs in the most loving way possible. At the end of your Life & Legacy Planning Session, you may discover you have everything set up exactly as you want and you can rest easy knowing your loved ones will be well cared for no matter what. Or at the end of your Life & Legacy Planning Session, you may realize you need a plan that truly protects your loved ones in the best way possible. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

One of the Ultimate Gifts We Can Give It is at this time of year when I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we have done everything possible to take care of our personal affairs so that if and when something happens to us, things will be as simple as possible for the people we love. My gift to you is actually not a gift to you at all, but to the people who matter most to you, and this is a gift that they will be so grateful for when they need it. But here is the key: You need to take action for your loved ones NOW. This gift is a complimentary Life & Legacy Planning Session (normally $750), and during our time together, we review what you do or do not have in place to ensure the well-being and protection of everything you own and everyone you love, if and when something happens to you. If you have nothing in place now, we will discover whether the state’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, your assets, and the most up-to-date laws. Whether you need a new plan or not, this process alone will get you more financially organized than ever before and will provide you with total clarity as to what you need in order to ensure you have handled your personal affairs in the most loving way possible. At the end of your Life & Legacy Planning Session, you may discover you have everything set up exactly as you want and you can rest easy knowing your loved ones will be well cared for no matter what. Or at the end of your Life & Legacy Planning Session, you may realize you need a plan that truly protects your loved ones in the best way possible. To claim this offer, please schedule today >>> https://lnkd.in/gc56AVEh #compasslegalplanning #compasslegalplanningOK #estateplanning #willsandtrusts #OKestateplanningattorney #powerofattorney #healthcaredirectives #kidsprotectionplan #assetprotection #buildyourlegacy #familylegacy #outdooradventure #OKmom #OKdad #OKveterans #OKmilitary #guidingfamiliesforward

I had several interviews in my past: “I see you lived in Va Beach are you a military spouse?” “We are a family here and know how hard it is for someone transitioning from federal law enforcement (which is a question 9 out of 10 times—and no as an agent it’s not 20 years and retirement) can you bring your husband? Is he service?” I could go on and on. It was the hardest, scariest thing I did leaving a job I felt I could do in my sleep (sometimes on very little or no sleep). When you’re comfortable it’s hard to go elsewhere. There are a ton of USSS annuitants that tap back into working at the USSS. I needed for myself to break free. To try something completely different. What was it — at the time I did not know. Being a military spouse was one of those reasons. I once had a supervisor say, “you’re an agent first and a person second.” When you let something define you it defines everything. So I don’t define myself strictly as a military spouse. I didn’t define myself as “just a special agent.” Neither should any of my friends out there. Do not downplay your breaks in your career, volunteerism, etc. truth be told those have been some of my hardest moments. Because I finally had time to think. I mean deep, down, THINK. What would another 13 years in the USSS earn me? Would I be as nimble to make the move or frightened to change? Hearing a USSS protectee on stage hit the hardest talking about what they were doing for military spouse employment when meanwhile my agency was making us sign waivers for a “pilot program” for spouses. I was a spouse, and certainly it was not easy. Then came the pressure regardless of my spouses career assignment. A lot of us in the pilot program learned it was the opposite. That is a main reason why I was ashamed of saying I was a military spouse. It was a barrier to career progression. When I joined the USSS it was in combination with 9-11 and wanting a career in forensics (utilize my Bio degree). Come to find out I didn’t see the forensics and I did have some amazing cases which was always my favorite part of being an agent. Standing in a stairwell taught me politics. Time is limited and remember who you spend it with, how you spend it, and where you spend it are all as equally important. I’m a lot of things—to some it might be resilient, failure, lucky, smart, etc etc but don’t ever view yourself as “just a military spouse.” Your time also comes with a cost. If you do volunteer go with organizations which will lift you up and not put you down. 😎 #thursdaythoughts

An incredibly thorough and perceptive exploration of the challenges faced by military spouses. Recent remarks, particularly those from Rep. Scott Perry, underscore the relevance of this continued discussion and make it worth a read!