Wealth Transfer

Caring for Aging Family Members

As the first of a three-part video series on generational wealth transfer, Brian Cochran sits down with Susan Stuart, a care manager with over 27 years of experience in guiding New Mexico’s elderly through the often complex and overwhelming processes of aging and receiving care. We discuss some of the signs you may be approaching…

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Preparing Executors and Trustees

In the second video in our series on Preparing the Next Generation, Brian Cochran sits down with Curtis Vernon, an Albuquerque estate attorney to discuss the practical side of naming an executor or trustee for your estate. We talk about the importance of customizing your estate plan to your family’s particular circumstances, and what you…

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Being a Wise Steward of an Inheritance

In our third and final video in our Preparing the Next Generation video series, John Moore Associates financial planners Brian Cochran and Cole Leonida sit down to talk about how to best prepare a family to become wise stewards of inherited wealth. We discuss the importance of thoughtful planning and communication in protecting not just…

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Successful Succession Planning

Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But when succession is planned carefully and handled as a collaboration between successor and…

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Love them equally, treat them uniquely

We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump sum could be a financial disservice to a family member who…

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