Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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My Estate Plan - A Will vs A Trust
Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.
Discussing Finances Over the Holidays
As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.
A Will is Not Enough
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die?
The Must Have Money Talk
63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy?
Do You Have an I Love You Plan?
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know?
Estate Planning Isn’t Just for Kids - It’s for Your Spouse
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.
The Griever’s To-Do List
Planning is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of your wishes with confidence because you love them.
Family Disaster Planning
You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. If you want success, start with your heart.
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.