Kustodian.life’s Post

Estate planning is an important pillar of your financial plan, ensuring that your assets are distributed according to your wishes after you pass away. 💞 However, many people overlook the likelihood that you or your partner will inherit from each other before your estate passes on to your children or grandchildren. 😥 Read our blog, linked below, to discover 5 practical steps you can take to prepare for the financial and legal implications of this. 👇

Estate planning is an important pillar of your financial plan, ensuring that your assets are distributed according to your wishes after you pass away. 💞 However, many people overlook the likelihood that you or your partner will inherit from each other before your estate passes on to your children or grandchildren. 😥 Read our blog, linked below, to discover 5 practical steps you can take to prepare for the financial and legal implications of this. 👇

It's National Estate Planning Awareness Week! Everyone needs an estate plan. But estate planning is often pushed to the sidelines when it comes to crafting a comprehensive financial plan. Having a plan in the event of your incapacitation and/or passing is one of the most important elements of your financial plan. This post that outlines the foundational documents you’ll need to implement the plan. #financialplanning #estateplan #estateplanning https://lnkd.in/e6rCYcjU

I’m reposting this link so my connections can see the article. Obviously, wealth advisory as a profession is enhanced like every other endeavor by continuing education and collaboration. Perhaps there are more, and better, tips and checklists to be shared here. All my best!

Deciding what assets to leave to your heirs is an essential part of estate planning. The choices you make can have a significant impact on their financial well-being in the future. ow.ly/cyVg1053PuO

Deciding what assets to leave to your heirs is an essential part of estate planning. The choices you make can have a significant impact on their financial well-being in the future. ow.ly/cyVg1053PuO

Spring is a good time to review best practices on getting our financial house in order. This article written by my colleague Timothy Barrett J.D. is a good reminder of things we should review regarding our estate planning. #ArgentTrust #Estateplanning #Fiduciary

Estate planning is vital for your clients' financial well-being. Including a #DonorAdvisedFund (DAF) can address concerns and deliver immediate benefits. Learn how to guide your clients effectively: https://bit.ly/48PqZos #EstatePlanning #FinancialAdvisor

Put your financial affairs in good order. Have you assessed your estate value, updated your will, and named all of your beneficiaries? #familyfinances #financialvalues #financialleadership