M Financial is constantly writing material for member firms to share with the advisor community and clients on the subject of life insurance. WealthPoint is a member firm of M…
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Part 4 of a 4 part series Provided by Ryan F. Barradas and Tim Young In order for you to confidently move forward with big decisions in a manner you haven’t…
From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
Part 2 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our last article we defined succession and exit planning as a process that facilitates…
Part 1 of a 4 part series Provided by Ryan Barradas and Tim Young What is succession and exit planning? It’s a process that helps to facilitate one of two events…
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations,…
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
Too much money rarely ruins heirs, it’s too little character. However, you may want to set your legacy planning up to incent your heirs to lead productive and respectable lives….
In our experience many business owners and entrepreneurs feel that they cannot devote enough time to their legacy and business succession planning because of a hectic business and social schedule. …
