Wealthnest Planners Navigation
  • What is Wealthnest
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started.
  • Client Login
  • What is Wealthnest
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started.
  • Client Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “legacy planning”

financial planning for children

Budgeting for Baby

Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave. Starting …

Read More
baby planningBudgetingfinancial basicslegacy planning

Women, Wealth, and Legacy Planning

Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as …

Read More
legacy planningwidowwomen and finance

Estate Planning for Those Living in Blended Families

Today majority of blended families live together peacefully without any issues. However, what if one spouse dies suddenly? How are …

Read More
blended familyestate planningFinancial Planninglegacy planningstep parentstep-childrentrustswills

The Importance of Estate Planning

Most people associate estate planning with the land. The truth is everything that you own can be termed as your …

Read More
estate planningestatesFinancial PlanningInheritancelegacy planningprotecting asseststrustwill

Talking with your Adult Children about Inheritance

Uninformed heirs often make poor financial decisions with the assets left to them, leading to unnecessary taxes, pointless attorney fees, …

Read More
adult childrenInheritancelegacylegacy planning
Ready to simplify?

Ready for a change?
Let's get started!

Start now

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or
transact securities business with residents of the following states:

AL, AZ CA, CO, FL, GA, HI, ID, IL, KY, ME, MI, MO, MT, NE, NV, NJ, NM, NY, NC OH, OK, OR, PA, SD, TX, VA, WA, WI

ImageImage