Imagine for a moment you are on your way home from the store, and a dog jumps out in front of you. In a moment of surprise and quick reaction, you do your best to avoid the dog; however, you lose control of your vehicle and hit a tree. Thankfully, you survived the...
Consider This Program with Joe Clark, CFP, and Adam Harter. In this segment we will cover: A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial...
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 Adam Harter, CFA. In this segment we will cover: Who you choose for your successor trustee is a big decision, but how do you choose? Join us as we talk about what to consider! Always begin with the end in mind. A trust...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: We all want what is left after we are gone to get to our heirs in the best possible way - least taxes, time, challenges. There are many legal documents you can use, but they...
Trust discussions are robust in meaningful relationships, and they should be. A "trust" of any nature is a document that expresses your wants, hopes, and desires while you are alive and after your passing. Just as you have trust in a relationship, trusting your...
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...
Consider This Program with Joe Clark, CFP and guest Daren Hardesty. In this segment, we will cover: Revocable Trusts are most common, but there are situations where an Irrevocable Trust is the way to go. Schedule your complimentary Next Steps meeting today!...
Host Joe Clark, CFP and Co-host Daren Hardesty In this week’s episode, we will cover: The three phases of finance for a 401(k) What to consider when creating a trust Do you really need a business plan? What to know before selling your business Why you should consider...
In this week's episode, our theme is, "Timing Is Everything!" we will cover: - Timing Social Security may be the most critical decision you make in retirement. - Determining the age-old question...How do I know if I have enough money to retire? - Attempting to time...
The job description for your trustee should be meticulously outlined in your estate planning documents. Clear direction needs to be provided and contingency issues should be examined and discussed before changes in health occur. Like many, you may have your...
Do you have a child with special needs? It is ideal to establish a Special Needs Trust to ensure that any government assistance they are eligible for is not jeopardized by distributions they may receive. Today, our host Joe Clark and co-host Angi Kinser, have a great...