I had a work project that sent me down some rabbit holes, and one involved a wealth manager who recommends overpriced insurance products to fund trusts.
Oof what a question! I’m sure one side would be disappointed I wasn’t “giving my life to Jesus.” The other would be wildly proud at my financial, educational and professional success! Who’s “right”? 🤪
Oof what a question! I’m sure one side would be disappointed I wasn’t “giving my life to Jesus.” The other would be wildly proud at my financial, educational and professional success! Who’s “right”? 🤪
My great grandparents would be impressed with having been to college. My legacy has to be my life because when I'm gone, my family is gone.
I love your perspective, Annie! Some things are more important than money.
I hate to admit this but I fell for the overpriced trust insurance thing and it ended up costing $$$ to get out of it before I spent $$$$$. Sigh.
It's a hard sell, isn't it?
Don't leave your kids/grandkids holding the bag on estate taxes! This will solve that problem (which may or may not exist, see disclaimers....)!