You’ve probably heard the term estate planning, and maybe it sounded cold or too legal. But here’s the real deal. Estate planning is just a fancy way of saying generational wealth. If you care about passing something on. Not just money, but values, vision, and wisdom. Then estate planning is your playbook. So let’s walk […]
Today, I’m going to answer the question: What is the single biggest mistake people make when it comes to estate planning? Estate planning is essentially the cousin of retirement planning. If you handle retirement planning properly, you’ll have assets that need to be addressed when you pass. Let’s see if you can guess the biggest […]
Estate planning is a crucial aspect of financial management that is often overlooked or misunderstood. It goes beyond simply writing a will; it involves strategizing the transfer of wealth, ensuring the smooth administration of assets, and protecting your loved ones’ financial futures. In this blog post, we will delve into the seven key benefits of […]
Hi, it’s Dre Griggs with Obsidian Wisdom. Today we answer the question, What are the three main priorities of an estate plan? When it comes to your estate plan, we all have many goals that we want to accomplish, but for the most part, they boil down to three main things. And we’ll go through […]