wealth wisdom Archives - Page 2 of 3

Buffett’s 2024 Shareholder Letter – Banks and Black Swans

Using the Portability Rule to Save Taxes

Avoiding Nastiness with Attorneys

Will & Trust Documents at Wholesale Prices?

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.

The Emotional Pitfalls of Wealth Transfer

The Straw That Broke the Camel’s Back

From Worst to First in 2024

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

TO VIEW THE CRS FORM, PLEASE CLICK HERE.

Tag: wealth wisdom