Knowledge
Is Power
Estate Planning vs. Financial Planning
Trust Planning Without An Attorney
Why Giving Assets Outright Is a Mistake
Do you TRULY know how to manage your trust?
Love ‘N’ Money
Finance and Remarriage As a professional financial advisor, many times I have been asked to evaluate, or even suggest the best ways for people to plan for their estate and financial futures when they are to get married their second or even third time. It’s not as easy...
A Matter of Trust
Your Most Trusted Document May Be Full of Holes… Is your trust really what you think it is? Odds are it isn’t. Does it accomplish what you think it does? Think again. Ninety percent of the people who come to our seminars don’t have a full understanding about how their...
Tips For Avoiding Probate
Probate is one of the most misunderstood processes that one will go through in life (or should we say, death)! Most people believe that if they have a will or even instructions written down dictating their wishes-- that it will be easy for their beneficiaries to act...
Trust Planning… Without An Attorney?
At NetVEST Financial, LLC, WE SPECIALIZE IN SOMETHING VERY NEAR AND DEAR TO OUR HEARTS THAT MANY FINANCIAL FIRMS DON’T-- estate planning. We plan, structurally, how your world is going to end up. The question we’re typically asked first is, “Well, you’re not attorneys...
Why You Will Go To Probate (And What To Do About It)
As we say in our Trusts & Beyond Seminars, “If you have a will, it means YOU WILL GO TO PROBATE!” What is probate? It’s the court’s involvement in the re-registration of assets from one person to the next. The drawbacks are significant, and can entail abundant costs,...
Why Giving Assets Outright Is a Mistake
GIVING YOUR ASSETS OUTRIGHT TO YOUR BENEFICIARIES OR YOUR CHILDREN WHEN YOU PASS AWAY IS A MISTAKE. Why? Because you are actually giving away the opportunity for the beneficiaries to be able to protect those assets from problems they may encounter in their lifetime....
YOU’VE SPENT YOUR LIFE BUILDING WEALTH AND DILIGENTLY PLANNING FOR THE SECURITY OF YOUR LOVED ONES AND YOURSELF.
But what happens when you are gone?