Everyone knows a will is essential in financial planning. So why doesn’t everyone have one? More importantly, how comprehensive is the plan?
In this episode, Tom Selbo dives into estate planning, who needs one and how it benefits the family even while you are living. He also shares stories about families without estate plans and how the government ended up distributing the assets with no will.
Tom discusses: - How an estate is passed without a will - What a comprehensive estate plan consists of - Who benefits from an estate plan - When you should start estate planning - And more
The content has been made available for informational and educational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.
Since 1977 we have worked with a wide range of clients, including individuals, families, business owners, and employees of Fortune 500 corporations. Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.
Landmark Wealth Management Group is a dba of LWMG, LLC (“Landmark” or the “Firm”). The Firm is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Landmark’s web site on the Internet should not be construed by any consumer or prospective client as the Firm’s solicitation or attempt to effect transactions in securities or the rendering of personalized investment advice over the internet. A copy of Landmark’s current written disclosure statement as set forth on Form ADV, discussing the Firm’s business operations, services, and fees is available from the Firm upon written request. Landmark does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The information contained herein is based upon certain assumptions, theories, and principles that do not completely or accurately reflect your specific circumstances. Landmark makes no representation as to whether investment in any security or strategy mentioned herein was profitable or would have been profitable for any person in the past. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Should there be an forward-looking statements that indicate future possibilities, there is no guarantee that any views and opinions expressed herein will come to pass. Due to known and unknown risks, other uncertainties, and factors, actual results may differ materially. Past performance is no guarantee of future results.
