5 Key Estate Planning Items to Address

Start your journey with our financial resources: https://bit.ly/48HXSqM Meet with Us: https://bit.ly/3Jn0uQm   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=towLdrML9K2tQNWa  Generational Wealth Management https://youtu.be/nGDtTd34bRE?si=AUAeNWzrXV4OZ121  Turning 18 Checklist: Legal and Financial Checklist for Parents and Teens https://www.modwm.com/turning-18-checklist/  Check Your Beneficiaries! Don't Learn the Hard Way https://www.youtube.com/watch?v=wQEqhd8a4XY  Tax Reduction Strategies: https://bit.ly/4o3LF4k  Retirement Checklist: https://bit.ly/3J8XsiP  Sources: 5 Financial Planning Opportunities to Consider Before 2026 https://www.modwm.com/financial-planning-opportunities/  What Is Probate and Why Should I Avoid It?https://www.modwm.com/what-is-probate/  What Is a Living Trust and Do I Need One? https://www.modwm.com/what-living-trust-do-i-need-one/  10 Retirement Income Streams https://www.youtube.com/watch?v=FhUVtmkuCL0  Life Insurance in Retirement: Do I Still Need It? https://www.modwm.com/life-insurance-in-retirement/  Estate Planning Mistakes to Avoid with Tim Denker https://www.modwm.com/podcasts/estate-planning-mistakes-to-avoid-with-tim-denker/  Healthcare Costs During Retirement https://www.modwm.com/health-care-costs-during-retirement/  Financial Checklist After the Death of a Spouse https://www.modwm.com/financial-checklist-after-the-death-of-a-spouse/  Sample Financial Plan https://www.modwm.com/sample-financial-plan/  The Great Wealth Transfer Has Arrived https://www.modwm.com/the-great-wealth-transfer-has-arrived/  What to Do with Inheritance https://www.youtube.com/watch?v=B4mTbCUuFGE&feature=youtu.be  __________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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