Loose Ends Management –
Getting the Most out of the Financial Future You Have Built
Effective wealth management is key to achieving your financial objectives. With careful planning and a strategic approach to your wealth, you can put yourself in a great position to achieve the financial future you deserve. At HoyleCohen, our goal is to help effectively manage your wealth: not just today, but for years to come.
Many wealth management strategies – if not revisited and refined periodically – can leave loose ends, especially when it comes to documents like your will or living trust. These loose ends can cause your whole wealth management plan to unravel, and that can prevent you from achieving your long-term financial objectives and life goals.
In this video, HoyleCohen Senior Wealth Advisor and Legacy Wealth Coach Chuck Ebersole, CLU, ChFC, CFP®, CAP®, AEP® explains why regular reviews of important financial documents and other items can help ensure those loose ends stay tied up.
If you are interested learning more about our Loose Ends – Wealth & Beyond programs check out our recent blogs on the subject and specific areas to concentrate on tying off loose ends
- Reviewing your Advanced Directive
- Reviewing Your Memorial Instructions
- Reviewing Your Last Will & Testament
- Reviewing Your Trust Documents
- Reviewing Your DAF & Other Philanthropic Vehicles
- The LEM Asset Microscopes
- Family Limited Partnerships
