Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go? Schedule...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: You've decided to place your assets in a trust for the well-being of your spouse and yourself and you want to ensure the beneficiaries are taking care of as well. What could...