Why Estate Planning, Part 6 Episode 93 - An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the role a Special Needs Trust may play in that plan if you have a dependent with special needs. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Listen to Episode 90 - Why Estate Planning, Part 3 Listen to Episode 91 - Why Estate Planning, Part 4 Listen to Episode 92 - Why Estate Planning, Part 5 Listen to Episode 93 - Why Estate Planning, Part 6 Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Why Estate Planning, Part 5 Episode 92 - An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the role a trust plays in that plan. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Listen to Episode 90 - Why Estate Planning, Part 3 Listen to Episode 91 - Why Estate Planning, Part 4 Listen to Episode 92 - Why Estate Planning, Part 5 Part 6 Coming Soon! Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Why Estate Planning, Part 4 Episode 91 - An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the roles life insurance, disability income insurance and long-term care insurance play in that plan. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Listen to Episode 90 - Why Estate Planning, Part 3 Listen to Episode 91 - Why Estate Planning, Part 4 Part 5 Coming Soon! Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Why Estate Planning, Part 3 Episode 90 - An estate plan is a plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the roles a Living Will, Healthcare Proxy and Financial Power of Attorney play in that plan. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Listen to Episode 90 - Why Estate Planning, Part 3 Listen to Episode 91 - Why Estate Planning, Part 4 Listen to Episode 92 - Why Estate Planning, Part 5 Part 6 Coming Soon! Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Why Estate Planning, Part 2 Episode 89 - An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect yourself and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the role a Last Will and Testament plays in that plan. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Part 3 Coming Soon! Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Why Estate Planning, Part 1 Episode 88 - An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate and to financially protect yourself and your family in the event of sickness, injury, illness, mental incapacity or death. More SML Planning Minute Podcast Episodes Why Estate Planning Six Part Series Listen to Episode 88 - Why Estate Planning, Part 1 Listen to Episode 89 - Why Estate Planning, Part 2 Part 3 Coming Soon! Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Born 1960 or Later? COVID Could Wreck Your Retirement Episode 87 - One aspect of the recent pandemic has gone largely unnoticed: the effect COVID-19 will have on future Social Security benefits for people born 1960 or later. For some, there may be devastating consequences. More SML Planning Minute Podcast Episodes Download The Article for More Information Listen to Episode 8 - Dealing with the Social Security Administration Listen to Episode 11 - Market Volatility Listen to Episode 37 - Things to Consider When Building Your Financial Plan Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Balancing Life Insurance Needs with Your Budget Episode 86 - Generally, when discussing life insurance, individuals want the largest amount of death benefit for as little cost as possible. However, we must take into account your protection goals while staying within your budget. The balancing act comes in when your life insurance goals and budget are aligned. More SML Planning Minute Podcast Episodes Listen to Episode 10 - Using the “Three Bucket” Approach in Retirement Listen to Episode 47 - How Much Life Insurance Do You Need? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

What Types of Life Insurance are Available? Episode 85 - At the highest level there are only two basic types of life insurance: term and permanent. But today there are a myriad of hybrid policies constructed from the two. More SML Planning Minute Podcast Episodes Listen to Episode 47 - How Much Life Insurance Do You Need? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

Protecting the Elderly From Financial Abuse Episode 84 - Elder abuse is a huge problem that’s getting even bigger. Do you know the signs of elder abuse? More important, what should you do if you suspect it’s happening to someone you know? More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection