Estate Planning 101: Protecting Your Loved Ones

estate planning 101

Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…

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The Conversation Between Generations

The Conversation Between Generations with Tom Michler

Do you want to leave a legacy for future generations to come, but worry about the gift corrupting them?  Are you hoping to pass on meaning even more than the money itself?  Do you wonder how to start the conversation? Do you worry if family dynamics will prevent you from communicating your points clearly and…

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