Tag: Estate Planning
Avoid These 7 Common Estate Planning Mistakes
7 Common Estate Planning Mistakes & How to Avoid Them Estate planning is a critical component of a comprehensive financial plan. Anyone can easily misunderstand its complexities and nuances, leading to costly mistakes if not done the right way. Let’s explore seven common mistakes people often make with estate planning and how you can avoid them. Failing to
Explaining 6 Important Estate Planning Basics
Breaking Down the Basics of Estate Planning You’ve worked hard to build your wealth but as the old saying goes, “You can’t take it with you.” What do you want your wealth and assets to do after you’re gone? This is the question you answer through the estate planning process — a critical component to everyone’s financial and retirement
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Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding products and services. Fixed insurance products and services are separate from and not offered through Commonwealth.
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