Wealth Transfer
Caring for Aging Family Members
Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.
Preparing Executors and Trustees
Who will be responsible for your money after you die? Is there a plan for ensuring your family is cared for? In this video, Brian Cochran meets with estate attorney Curtis Vernon to discuss the process of naming an executor, simplifying your resources, and deciding who should handle the details of your estate.
Being a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
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…
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…