One Man’s Junk May Be Another Man’s Treasure
Who Gets the Corvette?
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
The Straw That Broke the Camel’s Back
From Worst to First in 2024
Lessons from the Big Short
Christmas Giving
Don’t Fudge Up Your Roth Conversions
Tune in to Hear Nick Silvin and Joe Franklin explain the most common mistakes investors make when taking Roth Conversions. Learn: * When is the Best Time to Take Conversions? 1) Time of Year 2) Time of Life 3) Time in Market Cycle * How can a correct Spending / Liquidation strategy help a typical […]
