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Legacy and Estate Planning – The Language of Trusts

by Steve Plunkett | Sep 10, 2024 | Estate Planning, Family, Legacy Planning, Life Insurance

The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...

Life Insurance

by Jose Feliciano | Mar 5, 2021 | Insurance Planning, Life Insurance

Give your loved ones the income, security, and cash when you no longer can. Many households are under-insured and under protected. That’s why you need to make a holistic life insurance policy part of your family’s financial planning. Speak to one of our financial...

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PODCAST – Live Life on Purpose

Financial Considerations While Navigating Divorce (Ep. 36) August 17, 2022
Young Families: Learn How To Plan Your Future (Ep. 35) June 29, 2022
Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) June 15, 2022

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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. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. 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.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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Legacy and Estate Planning – The Language of Trusts

Life Insurance

PODCAST – Live Life on Purpose

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