Join our Wealth & Estate Strategist Blake McKibbin, JD, ChFC®, CLU®, and our Head of Wealth Management Nate Angelo, next Thursday, August 7th, for an insightful webinar on the Connelly Supreme Court case ruling and its impact on businesses! Blake will cover: -What buy-sell agreements are and why they are essential -How buy-sell agreements may be structured -Funding mechanisms to carry out buy-sell agreements -The Connelly ruling and its direct impacts -Mechanisms to avoid the Connelly treatment If these topics are of interest or relevant to you or your business, don't miss out! Register here: https://lnkd.in/ggXaWp9W #Webinar #Connelly #SupremeCourt #WealthManagement #EstatePlanning #ConnellyRuling #BusinessStrategy
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Join the Williams Mullen Private Client and Fiduciary Services team for our 15th annual Fiduciary Focus event. Attorneys Farhad Aghdami, George Bowles, Sr., Daniel Durst, Jefferson Hunt, Stephan Lipskis and Christine Piersall will discuss key topics, including the recent developments in wealth planning, using trustee investment statements, strategies to avoid fiduciary pitfalls and "Mother May I" petitions with no contest clauses. Click the image below to register for the event. #fiduciary #taxlaw #wealthplanning
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📜 Tip 5 for divorce-proofing your assets: Review your estate plan. Revisit your Will, power of attorney, beneficiary designations, and shareholder agreements to ensure your assets are distributed according to your wishes. Regular updates are key to prevent your ex from receiving unintended assets. Give us a call if you need assistance ensuring your assets are protected. 👉https://loom.ly/ACCQRWU #WealthProtection #EstatePlanning
Contact Us - Smith Rogers Financial
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Michael Giraud, head of Fiduciary Services, Jersey, shares some simple planning techniques to use when establishing a trust structure that needs to contend with family dynamics, cross-border planning, and complex asset classes. Read more about the strategies that can help ensure a conflict-free dynastic trust structure in this article, published in the STEP Journal: https://bit.ly/3PIcwEi
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Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/4d9fxY7
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Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/4dqtvoP
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Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/3WdNh0f
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⭐️⭐️⭐️⭐️⭐️ Come find out what makes estate planning attorney Jim Miskell and his team so exceptional. Give us a call today at (770) 822-2723 and start building your legacy. https://bit.ly/307LDTn #testimonials #planningahead #financialplanning #buildyourlegacy #beprepared #letstalkestateplanning
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Estate Planning Attorney | Revocable/Irrevocable Living Trust | Wills | Power of Attorney | Healthcare Directive | Probate | Trust/Estate Administration | Asset Protection Lawyer | MedicAid | Aid & Attendance
⭐️⭐️⭐️⭐️⭐️ Come find out what makes estate planning attorney Jim Miskell and his team so exceptional. Give us a call today at (770) 822-2723 and start building your legacy. https://bit.ly/307LDTn #testimonials #planningahead #financialplanning #buildyourlegacy #beprepared #letstalkestateplanning
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"When You're Trying to Save Pennies You Risk Losing Dollars". 💸💸💸 Reach out to Shawn at shawn@prosperuslaw.ca Watch the full interview here: https://lnkd.in/gnKQev6g and please subscribe to our channel. #RealEstateInvesting #FinancialFreedom #ExpertInvestorAcademy #LawSchoolSuccessStory #RealEstateProfits #FinancialIndependence #InvestingGoals #StudentDebtFree #LawyerLife #ReelLifeSuccess
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Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/3xRooh0
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