Long-Term Care Planning

Estate Planning | Feb 13 | 11a [Video]

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Estate Planning | Feb 13 | 11a

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Long-Term Care Planning

Estate Planning Law Firm [Video]

Estate Planning Law FirmAscent Law LLC8833 South Redwood Road Suite CWest Jordan UT 84088801-676-5506,-111.9386487,17z/data=!3m1!4b1!4m5!3m4!1s0x0:0xc45de8cb0edee294!8m2!3d40.590866!4d-111.93646durable power of attorneyrevocable trustlast will and testamentprobate lawyerwill and testamentestate planning attorney near meprobate attorneyrevocable living trustestate planning attorneyestate lawyerlast willwills and trustsAscent Law LLC707 24th Street Suite 2-AOgden, UT 84401385-275-9890 Law LLC1079 E Riverside Dr Suite 203St. George UT 84790385-275-9933,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.56210439!4d-111.802086,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.71428141!4d-111.893373,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.70683117!4d-111.85604,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.74982635!4d-111.96734,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.73899024!4d-111.860055,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.75690734!4d-111.902093,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.76039711!4d-111.908696,-111.9403138,15z/data=!4m8!1m2!2m1!1sEstate+Planning+Lawyer!3m4!1s0x875288c711bb118b:0xc45de8cb0edee294!8m2!3d40.75617339!4d-111.884106

Long-Term Care Planning

Financial planning for retirement [Video]

Now that 2022 is officially among us, it is important to take control of your money and take revisit your financial plan, especially when retirement planning. Whether you are starting from scratch or revising an existing plan, it is crucial to evaluate your current financial condition and prepare for your long-term goals. As we get older and plan for retirement, this tool is helpful in strategizing for the future. Fiduciary retirement planner Rob De Lessio of Strategic Wealth Designers joined us on the newscast to discuss important tips related to financial plans. See more financial news at“There are two initial items that you need to address to determine what your personal financial plan will look like,” De Lessio says. “Step one is establishing how much you spend on a monthly basis. This is used to gauge approximately how much you spend annually to forecast how much you will need to maintain your current lifestyle upon retirement. Second, how many years are you from retiring? Your strategy changes based on what your time horizon is.”Financial planning alters through different stages of life. For those that are within ten to fifteen years of retirement, it is recommended to scale back on risk. With not as much time to bounce back from a potential loss, your portfolio should have safety nets to keep your assets protected. There are also factors to consider such as your income plan, long term care, inflation, and taxes.“We utilize the Rule of 100 as a reference tool to determine how to maximize your assets dependent on your age,” De Lessio says. “This is calculated by subtracting your age from one hundred. That percentage of your portfolio can be exposed to risk, and the rest kept completely safe. For example, if you are 60 years old, 40% of your assets can be exposed to risk, while 60% are protected.”Financial planning is important in all stages of life in order to achieve financial goals, but especially when preparing for retirement. To see additional stories surrounding business and economic news for the Cincinnati area, visit and if you have a question for Rob send an email to

Long-Term Care Planning

3 Estate Planning Questions with Macie Tuiasosopo Gaines [Video]

Dave: Hi everybody, Dave Sullivan is here and part of the marketing team at People Driven Credit Union. I have an exceptional guest today.Macie: Hi my name is Macie Tuiasosopo Gaines.Dave: Macie, What company are you with?Macie: I’m with Gaines & Gaines law firm, and we are primarily probate and estate planning practice.Dave: We met at our town hall Zoom meeting with Kyra a few weeks ago.Macie: Yes, that was very successful.Dave: We had many people reach out, and I thought I’d get together with you and ask you a couple of questions. The first question a lot of people had was what happens if you don’t have a Will, Trust orMacie: estate planning? Read the rest at