Category: Estate Planning

Here is this week’s radio show, hosted by Joe Clark, CFP. Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on September 29, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Trusts, QCDs, & the Death Benefit Questions or comments about this episode, please

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Getting understanding and clarification from the deceased is rather difficult. For more than 25 years, I have been involved in many estate planning situations with varying outcomes. Inevitably, situations that were “peaceful and easy” shared two common denominators: communication and preparation. In contrast, strife-filled and unnecessarily expensive situations were often the result of confusion and

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The last 31 years of working with families has brought forth some family dynamics that have remained reasonably similar in nature.  There are other issues that seem relatively new. We enter many discussions with families about special needs beneficiaries. Whether it be a mental or physical handicap, there are emotional, legal and financial issues that

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on May 26, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Value of the Dollar, Tax Planning, and Trusts Questions or comments about this

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