Jay Greene, Esq., CPA on LinkedIn: #estateplanning #financialgoals (2024)

What are your goals in the New Year? As we move forward to 2024 tonight, we hope estate planning is high on your checklist. You’d be amazed at how a thorough estate plan ties into all your financial goals. Happy New Year! #NewYearsEve #HappyNewYear

What are your goals in the New Year? As we move forward to 2024 tonight, we hope estate planning is high on your checklist. You’d be amazed at how a thorough estate plan ties into all your financial goals. Happy New Year! #NewYearsEve #HappyNewYear

Estate planning is a key part of your financial plan, as it’s vital to have an idea of what could happen to your wealth in the future 👨👩👧👦By planning ahead and considering ways to reduce IHT early, you could ensure that you pass as much of your wealth on to your loved ones as possible, securing their financial future 🔐One of the ways you can do so is through trusts. In our latest article we explain how they work, and some benefits and downsides to consider before you use them. Link in the comments 👇#IHT #FlyingColoursExceptional #CapitalAtRisk

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Looking to secure your financial future? "With the right strategy, multi-family real estate investing can be your key to building lasting wealth." What steps are you taking to ensure your financial stability? Share your thoughts in the comments below and let's discuss how you can start your journey towards long-term financial success through real estate investing. Don't wait, take action today!Link here: https://lnkd.in/gD2iE3kX

Do you have dreams of becoming a homeowner? Not all investments are stocks and bonds. What better time to discuss whether considering an investment in homeownership is the right choice for your financial future than during National Homeownership Month? Contact the Sound Wealth Management advisory team at 941.932.4822 or visit our online calendar at www.soundwealth.net to schedule your financial planning consultation today! #homeownership #realestate #soundadvice #soundwealth #morethananame #morethanjustourname