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Follow These Steps For Estate Planning
In this episode of Wealth Strategies Unleashed, Robert Gilliland and Karen Heider break down estate planning in the simplest way possible, as a decision about control.
Because if you don’t decide… the government will.
Key takeaways from the episode:
- What estate planning actually means (and why it’s not just for the wealthy)
- The 4 core documents everyone should have: will, healthcare power of attorney, durable power of attorney, and (optionally) a directive to physicians
- Why beneficiary designations may matter more than your will
- How often you should review your estate plan (and why life events matter more than timelines)
- The role of an estate planning attorney and why DIY mistakes can be costly
- How moving states can completely change how your estate is handled
- When trusts actually make sense (and when they don’t)
Download the free guide that we've paired with this episode!
Subscribe, and leave us a review if this resonated with you!
Share it & leave us a review on Apple or Spotify!
For personalized financial guidance, schedule an intro call with our team at Concenture Wealth Management in Houston, Energy Corridor, Katy, & Spring, Memorial, Sugarland, The Woodlands, Missouri City, Cy-Fair TX.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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By Concenture Wealth ManagementIn this episode of Wealth Strategies Unleashed, Robert Gilliland and Karen Heider break down estate planning in the simplest way possible, as a decision about control.
Because if you don’t decide… the government will.
Key takeaways from the episode:
- What estate planning actually means (and why it’s not just for the wealthy)
- The 4 core documents everyone should have: will, healthcare power of attorney, durable power of attorney, and (optionally) a directive to physicians
- Why beneficiary designations may matter more than your will
- How often you should review your estate plan (and why life events matter more than timelines)
- The role of an estate planning attorney and why DIY mistakes can be costly
- How moving states can completely change how your estate is handled
- When trusts actually make sense (and when they don’t)
Download the free guide that we've paired with this episode!
Subscribe, and leave us a review if this resonated with you!
Share it & leave us a review on Apple or Spotify!
For personalized financial guidance, schedule an intro call with our team at Concenture Wealth Management in Houston, Energy Corridor, Katy, & Spring, Memorial, Sugarland, The Woodlands, Missouri City, Cy-Fair TX.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.