Are you ready for the unexpected? It's important to plan for life's uncertainties. Accidents and illnesses can happen at any time, but we can take steps to be prepared. Start by having open and honest discussions with your family about your financial plans and wishes for after you are gone. Clearly outlining your asset distribution preferences can help avoid future disputes. Consider choosing a trusted executor to handle your estate. Assess your financial situation and create a sound wealth transfer plan. Establishing a will or trust can ensure your assets are distributed according to your wishes. Familiarizing yourself with relevant laws and regulations can help avoid unnecessary complications. Legacy is about more than just material wealth. You can pass on your values, life experiences, and wisdom to your family and future generations. You can also give back to society through philanthropy, leaving behind a valuable legacy of compassion. Being prepared allows you to face the inevitable with peace of mind. #LifeIsUnpredictable #WealthTransfer #AfterlifePlanning #Communication #Planning #Legacy #Philanthropy #LegalResponsibilities #FacingTheInevitable #Preparedness #HeadStart #Mdrt #aiaadvisory
Jerrick Eng’s Post
More Relevant Posts
-
"We're your go-to for crafting cutting-edge financial solutions, elevating both value and profitability." Founder/Co-Owner for Logical Thinking for Business Owners LLC
"Build a Financial Legacy, Secure Freedom Forever." Every Sunday, Grandma Rose would sit with her granddaughter, Emily, and talk about the importance of saving and planning for the future. Rose had worked hard all her life, and she wanted to ensure Emily would never have to struggle the way she did. She’d say, “Emily, a legacy isn’t just what you leave behind, it’s what you set in motion.” With every lesson, Rose planted seeds of financial wisdom, knowing that one day, those seeds would grow into a secure, lasting freedom for generations to come. DM for more information. #FinancialLegacy #GenerationalWealth #FinancialFreedom #FamilyFinance #LegacyPlanning #SecureTheFuture #WealthBuilding #FutureReady #WiseInvesting #FinancialWisdom
-
-
Award Winning Financial Advisor | Business Coach | Speaker | Best-Selling Author | Podcaster | EO-WNY President | Philanthropist
✨🗝 Unlock Your Family's Financial Future✨ 🗝 Are you ready to take a step towards not just building, but protecting a legacy of wealth for your family? Join us for an exclusive event that promises to change the way you think about your financial future and the legacy you wish to leave behind. Unlocking a Legacy of Wealth: Protecting Your Family’s Future is more than an event; it's a turning point. We're diving deep into the essentials of estate planning, wealth protection, and how to ensure your financial blessings benefit your loved ones for generations to come. 📅 Date: 4/18 🕥 Time: 6:00PM, EST 📌 Location: PowHERhouse Money Coaching Office or Zoom Whether you're starting from scratch or looking to refine your existing plans, this workshop is your opportunity to gain invaluable insights from experts in the field, Sarah Blankenship, MBA, CLU and Gina Marie DePrima! ➡ Why Attend? ⚡ Learn how to build and protect your wealth effectively. ⚡Understand the critical aspects of estate planning and why it's essential for your family's future. ⚡Discover strategies to ensure your wealth is a blessing, not a burden, to your loved ones. ⚡Equip yourself with the knowledge to make informed decisions about your legacy. ⚡Secure your spot now and take action to secure a prosperous future for your loved ones. ❗ Reserve your seat: https://lnkd.in/dQthB8Yv 👏 ❣ Let's embark on this journey together. Your legacy is a gift; let's ensure it's preserved for generations to come. #UnlockingWealth #LegacyPlanning #FinancialFuture #EstatePlanning #WealthProtection #FamilyLegacy
-
I help wealth creators build multi-generational wealth and leave a legacy of more than money.
Unlocking Legacy's True Value: Beyond Money https://buff.ly/3LRfPqk Is financial success alone enough to sustain a legacy? Having money and legal planning in place is just the beginning – it’s merely a structure. Without meaning, values, stewardship, relationships, and family culture, everything can fall apart. True legacy requires an infusion of these elements, ensuring stewardship that passes from one generation to the next. Don’t let money be seen as the problem; it’s a magnifier of your soul. Are you ready to infuse your legacy with meaning and values that will endure? #LegacyBuilding #FinancialSuccess #FamilyValues #Stewardship #GenerationalWealth #MeaningfulLegacy #FamilyCulture #WealthManagement #Legacy #SevenGenerationsLegacy #MultiGenerationalWealth
-
Transferring wealth is not solely a matter of money; it presents an occasion for families to impart their values, wisdom, and a lasting legacy of love. Successfully navigating this process requires thoughtful deliberation, open dialogue, and a collective dedication to stay unified. To learn more about this topic, check out our new blog: https://hubs.ly/Q02jpG9Y0
-
-
Transferring wealth is not solely a matter of money; it presents an occasion for families to impart their values, wisdom, and a lasting legacy of love. Successfully navigating this process requires thoughtful deliberation, open dialogue, and a collective dedication to stay unified. To learn more about this topic, check out our new blog: https://hubs.ly/Q02jnz5h0
-
-
“If you prepare yourself at every point as well as you can, you will be able to grasp opportunity for broader experience when it appears.” - Eleanor Roosevelt Here are a few Carrick Athena tips on securing your wealth for the future. 1. Plan Your Path: Begin by creating a detailed plan that provides clarity and purpose. This roadmap will guide you towards success. 2. Maximize Savings: Instead of simply saving money, take a closer look at how and where you're saving to ensure optimal returns on your investments. 3. Break Free from Debt: Debt can hold you back; focus on eliminating it completely in order to achieve true financial freedom. 4. Spread Your Wings: Diversify. And don't forget to have funds offshore. It's a world of opportunities out there. 5. Stay Financially Active: Like physical fitness, financial fitness needs regular attention and action. 6. Consistency is key: Maintaining a balanced lifestyle can prevent unexpected financial strains. 7. Your Safety Net: Enter the Emergency Fund. Life throws curveballs - car issues, unexpected pet emergencies, or that unpredictable geyser breakdown. An emergency fund, ideally holding between 3-6 months of your monthly spending, provides a cushion for these unforeseen events and will offer peace of mind. #CarrickAthena #WomenInFinance #CarrickWealth #WealthWisdom #FutureProofFinance #EmergencyFundEssentials #SavingsStrategy
-
-
The power of love and legacy: How to pass on your values, wisdom, and love to future generations through a thoughtful wealth transfer plan. Read our comprehensive guide that provides you with 10 questions to help your family prepare for a wealth transfer: https://hubs.ly/Q02zsP9N0 #LegacyPlanning #FinancialPlanning
-
-
Inheritance conversations are often seen as taboo, but they're absolutely necessary. 💼💬 Planning ahead ensures your wishes are known and respected, while also minimizing potential conflicts among loved ones. It's about more than just money or assets; it's about preserving your legacy and protecting your family's future. Let's break the silence and have those important conversations today. Read more here: https://lnkd.in/gDSQFdRn #LegacyPlanning #FamilyTalks #FinancialFuture
-
-
🌟 Planning for the Future: Protecting Your Legacy 🌟 Living to 100 is more common than ever, but it can impact your savings and inheritance. With careful planning, you can reduce the impact of care fees on your loved ones' inheritance. 🔹 Plan ahead for care costs to secure your family's future 🔹 Discuss your wishes with your family early 🔹 Consider multi-generational financial advice Don't let care fees surprise you! Speak to Rachael Bell Wealth Management about safeguarding your legacy and ensuring peace of mind for everyone. 🌳💷 #WealthManagement #LongTermCare #FinancialPlanning #FamilyLegacy
-
Transferring wealth is not solely a matter of money; it presents an occasion for families to impart their values, wisdom, and a lasting legacy of love. Successfully navigating this process requires thoughtful deliberation, open dialogue, and a collective dedication to stay unified. To learn more about this topic, check out our new blog: https://hubs.ly/Q02jmtNQ0
-
