Family Archives - Page 2 of 9

Using the Portability Rule to Save Taxes

Will & Trust Documents at Wholesale Prices?

One Man’s Junk May Be Another Man’s Treasure

Pitfalls of Holding Assets Jointly

How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.

Why You May Not Need a Trust

The Emotional Pitfalls of Wealth Transfer

Christmas Giving

12 Days of Christmas – Finance Style

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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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Category: Family

5 Reasons to Retire Early