Estate Planning

Good Trust - Don't Let The Courts DecideEstate planning is the process of anticipating and arranging during a person’s life for the management and disposal of the person’s estate during the person’s life, in the event the person becomes incapacitated, and after their death.  Estate planning involves determining how the individual’s assets will be preserved, managed, and distributed after the person’s death. Watch these streaming videos for free to learn more about Estate Planning.

Why Your Estate Plan Needs a 2025 Update NOW

Why Your Estate Plan Needs a 2025 Update NOW

Update your estate plan for 2025 tax changes now! Join Bob Powell and Noah Harden for new strategies. #EstatePlanning #TaxChanges

Cheapest and Most Expensive Cities for Assisted Living

Cheapest and Most Expensive Cities for Assisted Living

Discover the cheapest and most expensive cities for assisted living in this Retirement Daily video based on a study by Seniorly. #seniorliving #retirement

New Long-Term Care Partnership Policies: Extend Benefits and Protect Assets

New Long-Term Care Partnership Policies: Extend Benefits and Protect Assets

Long-Term Care Partnership Policies: Benefits & Asset Protection: Worried about traditional long-term care insurance limitations? In this video, Scott Olson, author of the book “Long-Term Care Insurance NOW!: An Industry Insider Reveals,” explores how new long-term care partnership policies can address your concerns. Discover how partnership policies go beyond limited benefits and exclusions, potentially covering personal care and offering increased financial security. Learn how they can safeguard your assets while providing superior coverage compared to traditional options. Take charge of your long-term care plan with the potential benefits of partnership policies. Learn more about Long Term Care at this link: […]

Estate Planning Simplified: Vital Tips for You

Estate Planning Simplified: Vital Tips for You

Estate planning is about ensuring your wishes are known regarding your healthcare, digital assets, and other important matters.

Keeping Beneficiary Designations Up To Date

Keeping Beneficiary Designations Up To Date

Keeping Beneficiary Designations Up To Date: Nicole Gopoian Wirick, JD, CFP® of Prosperity Wealth Strategies discusses the importance of naming and regularly reviewing beneficiary designations. Beneficiary designations control where assets like retirement accounts, life insurance policies, and bank accounts transfer upon death, overriding wills and trusts.

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