Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. available now on Amazon.

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Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

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Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

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FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. FSC Wealth Advisors was started by my grandfather in the 60s, and my uncle took over in the 80s. Initially, I didn’t plan to become an advisor. Tell us about your firm. What is your story?

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FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Let it reflect who you are as a company and where you plan to go.

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Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. .” Do you have an estate plan?

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WiserAdvisor

AUGUST 31, 2023

A financial advisor familiar with tax laws in your state can develop strategies to lower state tax liabilities and potentially enhance your retirement income. A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement.

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