https://www.youtube.com/watch?v=X3yBtoNd5Nc
30 Jun 2025
Estate planning matters for long-term wealth. Aligning your plan with financial goals ensures your assets go where you want them to, and protects what you've built for the future.
Estate planning matters for long-term wealth. Aligning your plan with financial goals ensures your assets go where you want them to, and protects what you've built for the future.
One thing that does stick out is just we do, because the conversations a lot lately is just prioritizing your estate plan. And, and how does that incorporate with your portfolio? Because really, it's where are your assets going? Because is it going to your family, is it going to the irs or is it going to charity? I mean, you're, it's very few places that it can go, but you do get to pick. You just have to plan accordingly before something happens to you. And that has to be aligned with your long term goals. So you, you can have access to your assets or give up control of that. There's lots of ways to do that. So, so your estate plan is one focus, of course. But that longevity of the portfolio, we do find that there's a lot of wealth out there, but we find problems with access to that wealth.
