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Thought leadership series
Protecting your wealth and legacy
We are so excited for Taylor and Travis we thought we would share some advice for the young couple!💍 🎶 (and see if you can spot all the TSwift references in this video – or maybe see if the kids can!) For all of us who don’t have World Tour money or a Super Bowl ring, you can still steal these strategies to protect your wealth and legacy. So, if you are going into a love story, but want to be smart about who gets what if things get tight in the end (🏈 we had to throw in a Travis reference!), consider these: 👉 Set up the Prenup! May not be the most romantic but it’s a safety feature that could be the best play you call. 👉 Trust the trust! Trusts ensure your wealth passes on smoothly. No Will. No probate. All with increased protection against creditors. 👉 Charitable giving – a foundation, scholarship, or other causes important to you help ensure your family legacy lasts well beyond you and your spouse. All three of these tools work whether you have $1 million or Taylor money. Good luck to all those starting their lives together! As always, make sure your financial planner is in the loop on any of these life moments to make sure your future “blank space” is filled with purpose, protection and legacy – not surprises. 🎯 So how many references did you spot in the video? Drop a comment! #FinancialPlanning #WealthManagement #EstatePlanning #TrustsAndEstates #LegacyPlanning #PrenupPlanning #ProtectYourWealth #TaxSmart #MoneyMoves #FinancialAdvice #MoneyAndMarriage #LoveAndLegacy #SmartCouples #CouplesFinance #FutureFocused #WealthAndWellbeing #LifeAndMoney #PurposefulPlanning #TrustedAdvisor
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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