Financial Strategies Consulting

10/07/2026

Do you have a Revocable Living Trust?

There 4 things a Trust must have to Protect?

Call Financial Strategies Consulting at 704-321-5747 for your Trust review today to find out if your Trust has these provisions in it

10/06/2026

09/23/2026

https://www.kiplinger.com/retirement/inheritance/steps-to-choosing-an-executor?utm_campaign=dhfacebook&utm_campaign=dhfacebook&utm_source=facebook&utm_medium=social&utm_campaign=dhfacebook&utm_content=null

Defaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.

09/17/2026

https://www.wealthmanagement.com/estate-planning/alternatives-to-revocable-trusts?utm_rid=CPG09000176270197&utm_campaign=58467&utm_medium=email&elq2=6ac515fe49834905860d88a56bb64d96&oly_enc_id=&sp_eh=356264781dddeffceba6027a473e134ac8332b6bdd05ed32841e4095c75e9f43&utm_source=Eloqua

TOD and POD designations may be better planning solutions

09/17/2026

https://www.wealthmanagement.com/estate-planning/the-estate-planning-documents-clients-need-at-every-life-stage?utm_rid=CPG09000176270197&utm_campaign=58467&utm_medium=email&elq2=6ac515fe49834905860d88a56bb64d96&oly_enc_id=&sp_eh=356264781dddeffceba6027a473e134ac8332b6bdd05ed32841e4095c75e9f43&utm_source=Eloqua

Estate planning evolves with life stages, from powers of attorney at 18 to legacy planning in later years

09/09/2026

https://www.msn.com/en-us/money/personalfinance/haunted-by-inheritance-nightmares-7-tips-for-avoiding-probate/ar-AA1VtQO2?ocid=BingHp01&pc=H646&cvid=7c8f7f7e5c9843c9d30f74e64338a51b&ei=50

Probate eats up lots of time and money, but there are ways to avoid it. Here are 7 expert tips.