In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated. Read the Article
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself. >
Henssler Senior Financial Planner Logan Daniel, CFP®, CRPC®, explains the steps and budgeting necessary to save for a short-term goal. hensslervideo_personal_finance