More Short Episodes
You’ve spent your entire life saving for the future. Don’t pay to let the courts decide what happens to your money when you’re gone! Learn from Joe Anderson, CFP® and special guest Allison Alley, CFP® how to avoid common will and trust mistakes that can lead to an expensive and overly complicated estate plan. Estate […]
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible […]
Are you protecting your life legacy and keeping the money in your family? Both a will and a trust do two things: they both distribute property out in an orderly way and allow you to amend it over your lifetime, but that’s where the similarities end. Pure’s Senior Financial Planner, Bryan Ross, CFP®, AIF® explains […]
Heaven forbid that something happened to you. Would the things you worked for all of your life be protected? There are tools and strategies you can use to ensure your money, assets, and possessions pass on after you are gone, but few people are using them. In this episode of Your Money Your Wealth, Joe […]
Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to […]