Bench TalkEstate PlanningTax Planning Family Limited Partnership What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership…Greg WelbornMay 26, 2022
Estate PlanningFinancial PlanningInvesting & Market CommentariesTax Planning Wealth Preservation Strategies: 6 Steps to Secure Your Finances Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…Greg WelbornMarch 30, 2022
Estate PlanningRetirement & Freedom How to Avoid Estate Tax America is still a place where if you work hard, save your nickels and dimes…Christian WelbornSeptember 14, 2021
Estate PlanningBench TalkRetirement & Freedom 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 WelbornJuly 12, 2016
Bench TalkEstate PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Bench Talk: Wealth Transition Troubles We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from…Greg WelbornMarch 9, 2016
Bench TalkEstate PlanningRetirement & Freedom Bench Talk: Why You Need A Living Trust One of the key components of a financial plan is estate planning, and a…John GriesingerFebruary 3, 2016
Estate PlanningBench TalkRetirement & Freedom Bench Talk: Creating a Lasting Legacy Creating A Lasting Legacy Clients frequently ask us about creating a lasting legacy for their…Scott SommersSeptember 9, 2015
Retirement & FreedomEstate Planning Support For the Recently Widowed Becoming widowed isn’t something women spend much time thinking about. Whether they’re newly married or…Greg WelbornJanuary 29, 2014
Estate Planning Top Nine Common Estate Planning Mistakes Estate Planning is almost universally acknowledged as beneficial, yet it is often practiced poorly. A…Greg WelbornJanuary 21, 2010
Estate PlanningRetirement & Freedom Estate Planning 101 The Basics of Estate Planning Most of you remember the children's story about the troll…Greg WelbornJanuary 14, 2009