I’ve Seen 30 Years of Living Trust Mistakes So You Don’t Have To! Why 70% of Trusts Fail
8 Huge Revocable Living Trust Mistakes to Avoid. Why 70% of Trusts Fail Creating a living trust is only the first step. If assets are never properly moved into or coordinated with the trust, it may be little more than a legal document, and your family could still face probate, delays, unnecessary expenses, and added […]
I’ve Seen 30 Years of Estate Plan Messes | Leaving These Undone May Be a HUGE MISTAKE!
Don’t Leave a Mess for Your Family When You Pass Away! Use This Checklist to Be Sure Its Done This checklist has evolved through more than 30 years of helping families with estate planning. During that time, I’ve personally witnessed costly mistakes that could have been avoided if a few simple steps had been taken […]
Don’t Let RMDs Destroy Your Kids’ Inheritance! What I’ve Learned after 30 Years to MAKE IT LAST
Fixing the RMD Inheritance Problem | You Can Still Stretch an IRA! Here’s How to Protect Your Retirement for Your Spouse & Kids | Don’t Let RMDs Wreck Your IRA for Your Kids Required minimum distributions (RMDs) do not have to become a retirement tax disaster—but the rules can create costly problems when an IRA […]
Why Getting a Trust May Be a HUGE Mistake! What I’ve Learned After 30 Years
The 7 Reasons You May Not Need a Trust & The 8 Reasons You May Want One. Learn how to avoid probate without paying for expensive trusts. This guide simplifies estate planning for your most valuable assets. Many people assume they need complex legal structures to manage their affairs, but that is not always the […]
Where America’s Millionaires Are Moving: and Why Austin Is No Longer No. 1
The American Wealth Map Is Changing In late 2025 and early 2026, we saw a significant migration of high-net-worth individuals away from several expensive, high-tax states. Proposed wealth and income taxes were a major part of that conversation—including a proposed 5% tax on net worth above $1 billion in California, a proposed 9.9% tax on […]
Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning
When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]
Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]
Don’t Claim Social Security Spousal Benefits UNLESS…
Learn these 9 Lessons BEFORE You Retire (Don’t Waste Your Life)
Reasons NOT to Get a Trust (Avoid These Estate Planning Mistakes)
