Pathstone held the first of our three-part series, "Estate Planning Essentials: Integrating the Technical and the Human," last week. In this first session, Jim Coutre and Scott Weaver explored the human side of estate planning - looking beyond tax outcomes to a broader vision that considers personal and family goals. They stressed the importance of clear communication and shared tools for defining and articulating a family vision. Join us for part two, "Planning Strategies," on 06/12 at 3:00 PM ET. Links below to register: PART 2: Planning Strategies June 12 at 3:00 PM ET: https://bit.ly/3WGFqbW PART 3: Tactics and Implementation June 18 at 3:00 PM ET: https://bit.ly/3UKQ8LP
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Programme Director | Changing The Way Estate Planning Is Taught | IBF-accredited Estate Planning courses | Mandarin For Sales | Financial Literacy For The Young | Career Development and Training
In estate and financial planning, the biggest mistake is thinking it's all about money. It's not. It's about family, values, and legacies. Many people think that estate planning is solely about dollars and cents. But here's my 𝐛𝐨𝐥𝐝 stance: It's not just about money; it's about → family → values → legacies 𝘊𝘰𝘮𝘮𝘰𝘯 𝘔𝘪𝘴𝘵𝘢𝘬𝘦: 𝘞𝘦 𝘨𝘦𝘵 𝘤𝘢𝘶𝘨𝘩𝘵 𝘶𝘱 𝘪𝘯 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘧𝘰𝘳𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭 𝘵𝘢𝘱𝘦𝘴𝘵𝘳𝘺 𝘰𝘧 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴' 𝘭𝘪𝘷𝘦𝘴. Instead of just crunching numbers, we should start conversations about what truly matters. When we focus solely on assets and wealth transfer, we overlook the heart of estate planning. It's about ensuring that your client's values, stories, and the love they've shared with their family endures. Go beyond spreadsheets. Ask your clients about ➤ their life stories ➤ their dreams for future generations, ➤ and the causes they're passionate about. Craft plans that reflect their unique legacies. The most valuable assets can't be counted in dollars – they're found in the memories, wisdom, and love that make each family special. What think you? Ready to up your game? The Estate Planning Immersion Course (EPIC) cuts through the B.S. to give you immediate practical knowledge. ➞ Register your interest with us at info@riversidetraining.sg _________________ If our content resonates with you, ➞ Visit our website at (https://lnkd.in/dYzUEYxz) ➞ Write to me at hana@riversidetraining.sg #estateplanning #willsandtrusts #riversidetraining
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This National Estate Planning Awareness Week, Cameron Eades, CFP®, associate wealth advisor, shares how GRATs may be a beneficial part of your estate planning strategy.
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Estate planning is more than just drafting a will. Our FAQs cover the essentials of estate planning, helping you make informed decisions about your legacy and assets. Start planning today for peace of mind tomorrow. https://bit.ly/4drkZpx #SmithLaw #EstatePlanning #Estate
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Estate Planning Quiz Time! Hey there, let's put your knowledge to the test with a fun challenge. Fill in the missing letters and show us how well-versed you are in estate planning terms. Don't worry; the answer is in the meaning of the word! So, grab a pen, and let's dive in! Leave your answers in the comments, and let's see who emerges as the ultimate estate planning champion. #MorecraftLaw #EstatePlanning #EstatePlanningQuiz #TestYourKnowledge #ChallengeAccepted
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Take a look at my recent blog post on estate planning: Understanding Special Needs Trust in Texas: A Complete Guide for 2024 👉🏽👉🏽 https://lnkd.in/gxhfWGxS
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Transforming the way individuals / companies generate cost basis calculations and trust & estate securities valuations.
"It’s Estate Planning Week: Here’s How to Get Started" (Excerpt from actual article): You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away? You can read the article by clicking here: https://conta.cc/46WdfaJ
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Take a look at my recent blog post on estate planning: Understanding Special Needs Trust in Texas: A Complete Guide for 2024 👉🏽👉🏽 https://lnkd.in/gxhfWGxS
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Estate planning is more than just drafting a will. Our FAQs cover the essentials of estate planning, helping you make informed decisions about your legacy and assets. Start planning today for peace of mind tomorrow. https://bit.ly/4drkZpx #SmithLaw #EstatePlanning #Estate
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Fact Check Friday: Myth Busted! Estate planning isn't just for billionaires with mansions! Myth: Planning for your future costs an arm and a leg, and involves mountains of paperwork. Fact: Hold on there, moneybags! Simple wills and basic estate planning tools are surprisingly affordable and easy to understand. ✨ Ready to bust some more estate planning myths? Follow us for Fact Check Fridays every week! Plus, you'll get helpful tips, relatable stories, and insider insights from experts like Ashley Gantt. So, ditch the misconceptions and unlock the power of a secure future! Hit that follow button now and let's rewrite the narrative on estate planning, one fact at a time! #GanttLegacyLaw #EstatePlanning #EstatePlanningFact
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"It’s Estate Planning Week: Here’s How to Get Started" (Excerpt from actual article): You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away? You can read the article by clicking here: https://conta.cc/46WdfaJ
