Long-Term Care Planning

BBK 23: Estate planning with financially irresponsible spouse [Video]

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BBK 23: Estate planning with financially irresponsible spouse

Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil’s in the details. There is no better application than thinking through planning where a spouse is not financially responsible. It’s a challenge to say to a spouse that you can have assets that belong to you but cannot control them. If you don’t think so, try it. But to protect and preserve assets and ensure wishes are honored, it’s part of our toolbox. We have developed solutions to this conundrum that make both spouses happy. Estate planning is an art and science, and we enjoy it. Give us a call today to get started, especially if this applies to you.

Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.

Offices in Plantation, Florida and Sound Beach, New York (Long Island).

Advanced Care Directives
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Long-Term Care Planning

What is a care annuity and when might I need one? #SeventySevenSeconds [Video]

Long term care is a subject which is confusing, daunting and often comes at a time of great stress. We asked SOLLA accredited Chartered Financial Planner David Summers to answer the questions he is most often asked when it comes to creating a long term care plan.    Please note that the upper limit of £23,250 only refers to England and Northern Ireland, Wales and Scotland have different upper limits. SeventySeven Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.IG Hashtags: #77 #77wm #SeventySeven #SeventySevenWealthManagement #SeventySevenWealthManagementUK #WealthManagementUK #WealthManagementAdvisor #WealthManagement #WealthManagementPartners #WealthManagementTips #FinancialPlanning #FinancialPlanningUK #FinancialWellBeing #FinancialAdviceUK #Finance #Investment #InvestmentManagement #Wealth #Pension #FinancialFreedom #RetirementFund #ProtectionPlanning #ManagingYourCash #InvestmentPlanning #RetirementPlanning #SchoolFeesPlanning #InheritanceTaxPlanning #IntergenerationalPlanning #CareInLaterLife #LongTermCare

Business Owners Long-Term Care Planning Retirement Planning

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle. Learn More: Influencers with Mike Saunders