Bench TalkEstate PlanningRetirement & Freedom July 12, 2016 Bench Talk: 10 Questions to Assess Your Estate Plan It’s important to assess the health of your estate plan. More often than not,… Greg Welborn Love5
Bench TalkEstate PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom March 9, 2016 Bench Talk: Wealth Transition Troubles We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from… Greg Welborn Love6
Bench TalkEstate PlanningRetirement & Freedom February 3, 2016 Bench Talk: Why You Need A Living Trust One of the key components of a financial plan is estate planning, and a… John Griesinger Love4
Bench TalkEstate PlanningRetirement & Freedom September 9, 2015 Bench Talk: Creating a Lasting Legacy Creating A Lasting Legacy Clients frequently ask us about creating a lasting legacy for their… Scott Sommers Love6
Estate PlanningRetirement & Freedom January 29, 2014 Support For the Recently Widowed Becoming widowed isn’t something women spend much time thinking about. Whether they’re newly married or… Greg Welborn Love4
Estate PlanningRetirement & Freedom January 21, 2010 Top Nine Common Estate Planning Mistakes Estate Planning is almost universally acknowledged as beneficial, yet it is often practiced poorly. A… Greg Welborn Love2
Estate PlanningRetirement & Freedom January 14, 2009 Estate Planning 101 The Basics of Estate Planning Most of you remember the children's story about the troll… Greg Welborn Love3