Estate Planning

An important planning step for your loved ones.
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Guided Path 5-6 Preventing a Family Disaster

Podcast
In this episode, Zacc Call and Laura Hadley highlight practical solutions to prevent family issues caused by wealth, including open communication, fair estate planning, financial education, and maintaining strong family values.
by 
The Financial Call
Estate Planning

Guided Path 5-5 Advanced Trust Planning Strategies

Podcast
Zacc and Laura are joined by guest Eric Whiting to really dive deep into trust planning and advanced strategies you can use when planning for the future.
by 
The Financial Call
Estate Planning

Guided Path 5-4 Estate Taxes

Podcast
Listen to this episode for a deep dive into Estate Taxes and how this can affect you.
by 
The Financial Call
Estate Planning

Guided Path 5-3 Naming Beneficiaries

Podcast
Tune in for a deep dive into naming your beneficiaries.
by 
The Financial Call
Estate Planning

Guided Path 5-2 Wills & Trusts

Podcast
Listen to this episode for common myths about wills & trusts.
by 
The Financial Call
Estate Planning

Guided Path 5-1 The Estate Plan Everyone Should Have

Podcast
Listen in to this episode for an overview of estate planning before we dive deep into this new season.
by 
The Financial Call
Estate Planning

The Cost of Dying – Talk With The Expert Matt Russon

Podcast
We discuss some of the big surprises that family members run into while planning the funeral of a loved one.
by 
Zacc Call
Estate Planning

Estate Planning for the Simpsons with Greg Lyle – Talk With The Expert

Podcast
Greg discusses his easy method for getting through the basics of estate planning.
by 
Zacc Call
Estate Planning

Saving Relationships Through Estate Planning with Lee McCullough

Podcast
We talk about 5 key instruments of estate planning to help maintain harmony within your family after passing and learn how to avoid major estate planning mistakes.
by 
Zacc Call
Estate Planning

IRA Beneficiary Blunders (outdated)

Podcast
Learn about ways to protect family relationships that can go sour if not thought about enough. In addition to that, how we can minimize taxes as a secondary goal.
by 
Zacc Call
Estate Planning
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© 2024 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2024  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.