Discover how Well-Being Trusts are revolutionizing estate planning by focusing not just on wealth preservation, but also on enhancing physical health, relationships, career success, and community involvement. This is a unique opportunity to learn from one of the best in the field. Secure your spot now: https://lnkd.in/emqp-Dwt
The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors’ Post
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Managing Director - Private Wealth Management at UBS Financial Services, Inc.
With increased wealth comes increased complexity. We can guide you and your family each step of the way. See how here: https://lnkd.in/eGcEAM8s
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Vice President, Texas Baptist Missions Foundation at Baptist General Convention of Texas
📆 Mark your calendars! Next week is National Estate Planning Awareness Week (NEPAW), the perfect time to consider your future and how you can leave a lasting legacy. Start your legacy planning early by following the 10 step below to make a will. Visit https://lnkd.in/gxzyMWJC to create your free will today. #TBMF #NEPAW #TexasBaptists #MoreTogether #FreeWill
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64% of Americans say having a will is important — but 68% don’t have a will in place. October 21st- 27th is National Estate Planning Awareness Week and this year, we’re reminding ATOs that no matter your age or how wealthy you are, you should have a plan in place. With our partner, FreeWill, you can create your plans in just 20 minutes online, and protect the people and causes you love. Here is a link to learn more. https://lnkd.in/gq__3GQx
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Learn how living trusts can help you protect your assets and secure your legacy at our event - it's all about the power of planning ahead!
Secure Your Legacy: The Power of Living Trusts in Estate Planning
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With increased wealth comes increased complexity. We can guide you and your family each step of the way. See how here: https://lnkd.in/gdVuzjc9
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Senior Vice President/Portfolio Manager - Wealth Management at UBS Financial Services Inc.
With increased wealth comes increased complexity. We can guide you and your family each step of the way. See how here: https://lnkd.in/dNSK4E4k
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We feel so strongly that Wealthness is vital for your life, career, and autonomy. From now until the summit (March 7, 2025), we’ll be sharing five weekly reasons why this event is one you can’t afford to miss. Link in the comments to join the early access list👇 #Wealthness2025 #EconomicEmpowerment
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Do your clients or loved ones have an estate plan? About 56% of American families don't, often resulting in difficult circumstances that could have been prevented or reduced. National Estate Planning Awareness Week was created to bridge this gap by providing resources and education about: ❓What estate planning is ❓Why it's a vital part of financial wellness ❓Where to find professionals who can help Looking to help your clients or loved ones who don't have an estate plan? Reach out and I'll connect you with a few trusted estate planners I work with!
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With increased wealth comes increased complexity. We can guide you and your family each step of the way. See how here: https://lnkd.in/esuFvvg5
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Senior Vice President/Portfolio Manager - Wealth Management at UBS Financial Services Inc.
With increased wealth comes increased complexity. We can guide you and your family each step of the way. See how here: https://lnkd.in/dNSK4E4k
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