Strategies to help increase your personal cash flow, keep key employees and protect your business.
Strategies to help increase your personal cash flow and protect your practice.
I provide strategies to help families to accumulate and protect your wealth.
Protecting what matters most for your peace of mind.
https://chrisgeldert.ca/wp-content/uploads/2022/07/estate-planning-for-blended-families-4.jpg 340 533 Chris Geldert https://secureservercdn.net/126.96.36.199/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-07-04 14:34:452022-07-04 14:35:06Estate Planning for Blended Families
In today’s family, it is not unusual for spouses to enter a marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often overlooked is what happens on the death of one of the parents. In most cases, special consideration for estate planning is needed to avoid relationship loss and possibly legal action. Typically spouses leave everything to each other and when the surviving spouse dies, the remainder is divided amongst the children. The problem? Even with the best of intentions, there is no guarantee that the surviving spouse will not remarry and inadvertently disinherit the deceased’s children.
https://chrisgeldert.ca/wp-content/uploads/2022/06/The-six-steps-to-financial-planning.jpg 281 500 Chris Geldert https://secureservercdn.net/188.8.131.52/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-06-20 13:22:352022-06-20 13:22:35The Six Steps to Financial Planning
A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.
https://chrisgeldert.ca/wp-content/uploads/2022/06/A-lifetime-gift-for-your-grandchildren.jpeg 750 1125 Chris Geldert https://secureservercdn.net/184.108.40.206/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-06-02 11:09:052022-06-02 11:09:05A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security, you may want to consider an estate planning application known as Cascading Life Insurance.