Philip J. McKeon Jr.’s Post

Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/3WdNh0f

Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/44lSe9C

Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/3xRooh0

Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/4d9fxY7

Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode of Trends with Benefits to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.” Listen here: https://bit.ly/4dqtvoP

Trust splitting and Clark v Inglis The vidcast this week explores one of the most popular trust succession strategies, namely trust splitting – in the context of one of the most (in)famous trusts cases in holistic estate planning; Clark v Inglis. #readthedeed #trusts #taxplanning #trustsplitting #bethechange #viewlegal #matthewburgess

Dive into estate planning essentials in this latest episode of Great Decisions, Incredible Lives: Retire with Intention, where host John Creekmur is joined by Julie Kolodziej, a distinguished Illinois estate planning attorney with over 20 years of experience. Key Takeaways: ✅ Emphasizing the Early Start in Estate Planning ✅ The Critical Role of Power of Attorney ✅ Challenges of Business Succession ✅ Exploring Legal Mechanisms like Wills and Trusts ✅ The importance of a Customized Estate Plan Don't miss this insightful discussion that could reshape how you think about your future. 🌟 Listen now! 🔗 https://loom.ly/tQUWbXU #powerofattorney #businesssuccession #willsandtrusts #estateplan #greatdecisions #retirewithintention

⭐️⭐️⭐️⭐️⭐️ Come find out what makes estate planning attorney Jim Miskell and his team so exceptional. Give us a call today at (770) 822-2723 and start building your legacy. https://bit.ly/307LDTn #testimonials #planningahead #financialplanning #buildyourlegacy #beprepared #letstalkestateplanning

⭐️⭐️⭐️⭐️⭐️ Come find out what makes estate planning attorney Jim Miskell and his team so exceptional. Give us a call today at (770) 822-2723 and start building your legacy. https://bit.ly/307LDTn #testimonials #planningahead #financialplanning #buildyourlegacy #beprepared #letstalkestateplanning

Are you interested in learning more about trusts and who benefits from them? Join us on May 1st for a FREE live webinar where our expert panel of trust and estate planning attorneys, including Rebecca Melone, @Paige Davis, and Stephanie Hoffman will discuss how trusts can protect your assets and provide for your loved ones. Get clarity, valuable advice, and have your questions answered. Secure your spot by registering through the link below! https://hubz.li/Q02t21XR0 #Trusts #FinancialPlanning https://hubz.li/Q02t21XR0 #Trusts #FinancialPlanning"