Blog

Unique or Equal - By Jerry Black

Ever had a child or grandchild say “Well, that’s not fair!”? We’ve all probably heard a lot of adults say this too. It’s almost like its hardwired into our thinking.

The Transfer Decision - By Jerry Black

Unless we’ve been successful at spending it all before we die, we will be transferring our property and possessions to somebody else. The Question: Has the right person and people been chosen, and more importantly, properly prepared? A lot can and has been written on this subject for good reason.

3 Key Questions – How do you Maximize the Impact of Wealth?

Last blog we continued to cover the 3 key long-term questions you should ask yourself when it comes to your wealth:

1. How much is enough for you?
2. How much is enough for your heirs?
3. What do you do with what’s left over?

The Influence of Intentionality

Intentionality is also known as “being deliberate.” To some, being deliberate happens naturally, whereas for others it might be more of an (for a lack of better words) intentional effort. Believe it or not, whether it comes naturally or has to be a more focused effort, I would argue it is seldom an intentional effort. What do I mean by this?

When You Should Call Legacy Planning Group?

Perhaps you’ve wondered if it’s time to call Legacy. Perhaps you already know we would love to hear from you and put put strategies in place that can help put your mind at ease. Here are a few times you may certainly want to pick up the phone:

Financial “Maintenance”

Do you see your doctor at least once a year for your annual checkup? Do you take the daunting trip to the dentist twice a year for cleaning and x-rays? Do you exercise in the gym with a trainer a few times a month? Do you take your car to a mechanic for an oil change every 3,000 to 5,000 miles?

Hindsight is Clearer Than Foresight

Clearing Out the Clutter

One question you will often hear at LPG is “how much is enough?” The question is asked in the context of money matters, priorities and goals, but why not ask that in the context of all the things that we own? Are we sure that we own our things and our things do not own us?

3 Key Questions – What would really help my heirs?

Last Blog I mentioned the 3 key long-term questions to ask yourself when it comes to your wealth:

1. How much is enough for you?
2. How much is enough for your heirs?
3. What do you do with what’s left over?

Legacy Planning Group Welcomes Branden Côté To Our Staff!

Syndicate content

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved