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Attorney Nicole Y. Newman specializes in estate planning, dedicating her practice to guiding clients through the complex and often confusing process of balancing family protection, wealth preservation, and family values. In this webinar, you will learn how to avoid 10 common estate planning mistakes to protect your assets and legacy. Outline 00:00 – Intro 0:31 […]
Wealth transfer planning is complicated, involving various factors like taxes, family dynamics, and financial goals. It requires careful navigation to ensure a smooth transition of assets. Pure’s Financial Advisor, Robert Lucente, CFP®, CFA® charter, guides you through essential steps to transfer your wealth to the next generation. FREE GUIDE | Estate Plan Organizer Transcript Baby […]
Your estate includes your valuable possessions and crafting a well-defined estate plan is crucial for preserving your legacy and ensuring your family’s financial security. Whether you’re initiating an estate plan or revising an existing one, Pure’s Financial Advisor, Joe Sanchez, CFP®, AIF®, leads you through each step, so you can navigate the process with assurance […]
